Christopher J. Tarkowski Receives CERTIFIED FINANCIAL PLANNER™ Practitioner Certification

Kalamazoo, MI, September 17, 2015 – Greenleaf Trust is pleased to announce that Christopher J. Tarkowski has been authorized by the Certified Financial Planner Board of Standards to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. Mr. Tarkowski has been a member of the Greenleaf Trust team since January 2014 and is responsible for providing trust services to individual clients and nonprofit organizations.

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, Birmingham, Traverse City and Petoskey, 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.

About the CFP Board
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 69,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.

CONTACT:
Sarah Johansson, VP, Director of Marketing
Greenleaf Trust
269.553.7268
sjohansson@greenleaftrust.com

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Christopher J. Tarkowski Receives CERTIFIED FINANCIAL PLANNER™ Practitioner Certification

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