We believe education is invaluable to making sound financial decisions – both for you, the investor, and for us as your advisor. As we keep up with the evolving regulations and nuances of the financial services industry, we have sought out opportunities to continually hone our expertise and learn new and better ways to serve your needs. When you work with us, you’ll receive the personalized service you’ve come to expect, backed by the knowledgeable guidance of renowned industry organizations.
Nancy H. Weingard, CFP®, AEP®, CLTC - Senior Vice President, Wealth Management
Robert P. Weingard, CFP®, AAMS®, CLTC, CDFA™ - Financial Advisor
Aron M. Weingard, AAMS® - Financial Advisor
In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.
How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.
The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character. NAEPC has designated The American College of Financial Services as the primary provider of the education courses required to earn the AEP® designation.
Getting your affairs in order during a divorce is made easier with the help of a Certified Divorce Financial Analyst® (CDFA™). This certification emphasizes the analyst’s ability to aid you in financial decisions and work with you and your attorney toward a settlement that fully addresses your long-term needs. By utilizing proprietary software and specialized knowledge, CDFA® professionals can help determine the short- and long-term financial impact of a settlement. They are able to create, analyze and forecast various scenarios to outline a fair settlement that will help protect your interests and potentially keep costs low and reduce the time it takes to work through a divorce.
Why should you work with a Certified Divorce Financial Analyst®? When working with a CDFA® professional, it means you are working with an advisor who understands the financial complexities you will experience during a divorce and will empower you to make educated decisions through the process which, in turn, can help save you time and money down the road. They can not only help you with decisions that need to be made for the short term, but also help forecast the long-term effects of the divorce settlement, including details of tax liabilities and benefits. Don’t forget, CDFA® professionals are financial advisors too. With the training, knowledge and experience as a financial advisor, they can help you make the most of the divorce settlement by reassessing your investments and financial plan to ensure it’s aligned with your short- and long-term goals.
CLTC - The CLTC designation teaches advisors how to create a plan that preserves the emotional, physical, and financial wellbeing of a client's family should care be necessary. Once established, options to fund that plan, including, Medicare, Medicaid, the Veterans Administration, self-funding and long-term care insurance, are reviewed and recommended where appropriate. A CLTC works closely with other professionals including elder law attorneys, social services, home care professionals, tax attorney's and financial planning professionals.
AAMS®- The Accredited Asset Management SpecialistSM designation is designed to have individuals thinking in a more broad context in terms of investments and financial planning. This accreditation enables advisors to think in terms of clients’ total financial situations, not just their investments. The growing emphasis on building lasting client relationships and gathering assets under management is changing the way the investment community conducts business. Many of the country’s top investment firms were involved in developing the AAMS® program, making it uniquely suited to the needs of today’s investment professionals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.