Associate Receives CFP® Status at Palatine Financial Advisory Firm
For Immediate Release
Contact: Jennifer Lawlor
Phone: 847-934-7777
Kabarec Financial Advisors, Ltd.: Associate Receives CFP® Status At Firm
Palatine, IL, February 10, 2015 - Michelle Smalenberger CFP®, Director of Client Services and Financial Advisor at Kabarec Financial Advisors, Ltd. (KFA) has earned the right to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks by the Certified Financial Planner Board of Standards (CFP Board). Ms. Smalenberger has been part of the KFA Team since 2005 and is responsible for preparing and presenting client financial plans, creating and maintaining client accounts, actively involved in client meetings and ongoing communications, as well as oversees the daily office operations.
"It is refreshing to complete the education, examination, ethics, and experience requirements required by the CFP Board," said Smalenberger. "Since graduating from the Kansas State University Financial Planning program, I have gained further learning through my experience the past ten years. There are so many aspects of helping families develop a financial plan that can be implemented to last throughout their future."
"Michelle has contributed greatly to KFA and our clients over the past several years," said Michael Kabarec, CFP®, CPA/PFS, principal of Kabarec Financial Advisors, Ltd. "Earning the CFP® designation proves Michelle's extensive financial planning background and positions her as a professional with a high level of analytical capabilities."
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.
"It is critical for individuals to know their financial advisor values further education and learning," Smalenberger said. "Obtaining the CFP® designation serves as an important milestone to help serve our clients and individuals within our community. It truly is a privilege to be part of an organization who recognizes professionals, like myself, as an entrusted advisor for individuals."
About Kabarec Financial Advisors, Ltd.
Kabarec Financial Advisors, Ltd. is a "fee-only," full-service financial advisory firm with more than 30 years' experience helping clients to achieve their financial goals and objectives. It provides portfolio management and financial planning services. KFA's strategic focus is on preserving, protecting, empowering and perpetuating wealth for the benefit of its clients and its clients' future generations. The principal of the firm previously has been named by Worth, Money Magazine, Bloomberg Investment Management and Medical Economics as one of the country's best financial advisors.
Consult Kabarec Financial Advisors, Ltd. at 847-934-7777 or www.kabarec.com for all your financial planning and investment needs.
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