Heritage Planning Partners' Michael D'Aquila Earns Wealth Management Certified Professional (WMCP) Designation

  • Wealth Management Advisor Michael D'Aquila, a founding member of Heritage Planning Partners

    Wealth Management Advisor Michael D'Aquila, a founding member of Heritage Planning Partners

 
Karen E Spillers
Updated 10/16/2019 7:27 AM

Michael D'Aquila CFP®, WMCP®, CLU®, a founding member and wealth management advisor with Heritage Planning Partners, has earned the Wealth Management Certified Professional (WMCP®) designation from the American College of Financial Services. Candidates for the new designation learn how to integrate complex wealth and investment management strategies that provide clients with a holistic approach to achieve financial security and peace of mind.

"Mike's focus on leading clients to achieve their most meaningful goals has found him at the forefront of the industry," said Corey D. McQuade, Managing Partner of Northwestern Mutual -- Chicago. "This innovative new designation has provided him in-depth knowledge of how to effectively marry understanding client objectives with behavioral science to achieve effective goals-based wealth management."

                                                                                                                                                                                                                       
 

With more than 15 years of experience, D'Aquila specializes in working with professionals in the finance and capital markets industry. He started his practice while he was attending Loyola University Chicago as a College Financial Representative. While finishing his degree in finance, he had the opportunity to grow his practice and learn the fundamentals of the financial security business. In addition to the WMCP®, D'Aquila holds the CERTIFIED FINANCIAL PLANNER™ (CFP ®) certification and the Chartered Life Underwriter (CLU®) designation.

More information about Mike and Heritage Planning Partners can be found at http://heritageplanningpartners.nm.com.

0 Comments
                                                                                                                                                                                                                       
 
Article Comments ()
Guidelines: Keep it civil and on topic; no profanity, vulgarity, slurs or personal attacks. People who harass others or joke about tragedies will be blocked. If a comment violates these standards or our terms of service, click the X in the upper right corner of the comment box. To find our more, read our FAQ.