Heritage Planning Partners Michael Ferak Receives Certified Financial Planner Certification

Michael Ferak, CFP® , a Financial Planning Coordinator with Heritage Planning Partners and Northwestern Mutual - Chicago, has been authorized by the CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. to use the CFP® certification marks in accordance with CFP Board certification requirements.

"We are proud of Mike for achieving the highest standard in personal financial planning," said Corey D. McQuade, Managing Partner, Northwestern Mutual -- Chicago. "Earning this designation demonstrates the value he places on doing what is in our clients' best interest as well as his commitment to professional growth."

As a Financial Planning Coordinator, Mike works closely with the founding members of Heritage Planning Partners and plays an instrumental role in preparing holistic financial plans for clients.

The CFP® certification recognizes individuals who have met the rigorous experience and ethical requirements, 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® certificants must also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

Ferak joined Northwestern Mutual - Chicago in 2017. He holds a Bachelor of Science in Consumer Economics and Finance with a concentration in Financial Planning from the University of Illinois. He holds Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses, as well as life and health insurance licenses.

To learn more about Mike and Heritage Planning Partners, visit http://heritageplanningpartners.nm.com/