Financial Planning Manager Adds AEP to Qualifications
ATLANTA - Brightworth announces that Lisa Brown, CFP*, CLU* and AEP has been certified by the National Association of Estate Planners and Councils (www.NAEPC.org) as an Accredited Estate Planner.
Brown, who has been with Brightworth since 2005 as manager of financial planning, has a strong background in developing financial plans for Fortune 500 corporate executives, including compensation maximization strategies, as well as expertise developing plans for the small business owner. Prior to joining Brightworth, Brown helped develop the Financial Planning Department at SunTrust Investment Services.
AEP certification is awarded to estate planning professionals who meet stringent requirements of experience, knowledge, education and professional reputation and character. Recipients must also adhere to the professional code of ethics and standards of the NAEPC, which promotes specialization in the professions of accounting, insurance, law, trust services and financial planning.
Brightworth is an independent, fee-only wealth management firm that serves entrepreneurs and high net worth families and individuals. The firm and its partners have been nationally ranked as one of Worth Magazine's 100 Most Exclusive Wealth Advisors, Charles Schwab Institutional's 28 Best Managed Firms, Mutual Funds magazine's 100 Top Advisors, and Wealth Manager magazine's Top 150 Wealth Managers, and are members of the National Association of Personal Financial Advisors (NAPFA).
*CFP - Certified Financial Planner practitioner
*CLU - Chartered Life Underwriter