Greenleaf Trust Announces CERTIFIED FINANCIAL PLANNER® Certification Achievement

Greenleaf Trust is pleased to announce that Eric Wenzel, Senior Wealth Management Associate, has earned the CERTIFIED FINANCIAL PLANNER^® certification, a distinguished credential in the financial planning profession.

In his role, Eric supports the wealth management team in developing comprehensive wealth management plans, executing goal-based planning strategies and assisting with the management of client investment portfolios. He holds a bachelor’s degree in finance and accounting from Western Michigan University.

The CFP^® designation is awarded to professionals who meet rigorous education, examination, experience and ethical requirements established by the CFP Board. Individuals who earn the CFP^® marks have completed extensive coursework in financial planning, passed a comprehensive certification examination and committed to ongoing continuing education. CFP^® professionals are also required to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

This achievement reflects Eric’s dedication to his profession and his commitment to providing high-quality, client-focused guidance.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor, Traverse City and Naples, Greenleaf Trust National Association is an independent nationally chartered trust bank, exclusively focused on wealth management, trust and estate administration, and administration of company-sponsored retirement plans. Through our unique, client-centric team approach, we provide highly personal and customized client service, with no conflicts of interest, to ensure our clients’ financial security from generation to generation. www.greenleaftrust.com

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