05/16/2022
Joshua Beachler Earns CERTIFIED FINANCIAL PLANNER(TM) Designation
Hoffman Estates, Illinois – Clearwater Capital Partners is pleased to announce that Joshua Beachler, Wealth Advisor, 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.
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.
“Continuing to develop the skills and knowledge base necessary to effectively advise clients in an ever evolving financial world has been a priority for everyone at Clearwater Capital Partners since its inception,” said John Chapman, Chief Executive Officer. John Sleeting, Executive Partner, went on to say “The CERTIFIED FINANCIAL PLANNER™ designation is one of the most well-respected certifications in the industry, and is one of the most rigorous to earn and maintain. As such, we are very proud of Joshua’s achievement and dedication. As more clients seek financial advice from highly qualified professionals, this designation will help Joshua serve their needs and further set our firm apart in the industry.”
About the CFP Board
The mission of the Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides comprehensive wealth management services to successful individuals and families through their Private Client Practice. The firm’s Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.