Greenleaf Trust is proud to announce wealth management certification for Richard Carden

Senior Wealth Management Associate Richard Carden, CFP®, ChFC® successfully completed the American College of Financial Services program and examination to become a Chartered Financial Consultant®. The program covers topics such as tax planning, retirement planning, special needs advising and wealth management, among other topics. The program takes place over 24 months and includes a certification exam.

Richard is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of investment portfolios. He has earned his Bachelor’s degree in trust and wealth management with a minor in financial planning from Campbell University and he earned a Master of Business Administration degree from Appalachian State University with a concertation in interdisciplinary business. He has also earned his CERTIFIED FINANCIAL PLANNER™ certification as well as his Chartered Financial Consultant® certification.

When asked about the designation, Vice President, Assistant Director of Wealth Management James Curry, CFP®, CPWA® commented, “Our teammates are dedicated to continuous improvement for themselves and our service. We are grateful for Richard’s hard work and dedication to excellence in pursuing the Chartered Financial Consultant® designation.”

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Bay Harbor, Traverse City and Midland, 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.