Trust relationship officer receives CFP® Certification

Trust Relationship Officer Cory Spaulding, CFP®, CTFA 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.

Cory is responsible for trust administration and holistic wealth management planning for clients. With more than fifteen years in trust services and retail banking leadership, his experience includes guiding families through long-term wealth planning and execution. He has worked at Greenleaf Trust since 2018. Cory earned his bachelor of science degree in finance, and his M.B.A. with a concentration in finance from Ball State University. Cory has earned his CERTIFIED FINANCIAL PLANNER™ certification in addition to his Certified Trust and Fiduciary Advisor.

When asked about the successful certification, Chief Client Officer Daniel Rinzema commented, “Our commitment to client service and continuous improvement drives our teammates through the rigorous coursework of the CFP. We celebrate Cory’s hard work and his dedication to excellence.”

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, Midland, Bay Harbor and Traverse City, 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.