Greenleaf Trust announces CFP® Certification

April 2019, Grand Rapids, MI – Greenleaf Trust announces CFP^® Certification

Wealth Management Advisor Jeff T. Pauza, CFA, CFP^® at Greenleaf Trust in Grand Rapids has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Jeff has worked at Greenleaf Trust since 2016 and is responsible for the development of comprehensive wealth management plans, execution of goal-based planning strategies, and management of client investment portfolios.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Traverse City and Bay Harbor, Greenleaf Trust is an independent Michigan-chartered trust-only 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.

CONTACT:
Marketing
Greenleaf Trust
269.553.7268
marketing@greenleaftrust.com