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| Financial Advisor Marisa Joseph Earns CFP®Northwestern Mutual - Chicago's advisor achieves the highest standard in personal financial planning.
By: Northwestern Mutual - Chicago "We are proud of Marisa for achieving the highest standard in personal financial planning," said Corey D. McQuade, Managing Partner, Northwestern Mutual -- Chicago. "Earning this designation demonstrates the value she places on doing what is in our clients' best interest as well as her commitment to professional growth." As a Financial Advisor with Northwestern Mutual – Chicago, Joseph partners with physicians, established business owners, and senior level professionals in consulting and technology companies to help them develop comprehensive financial plans tailored to plan for and achieve their life goals. 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. Joseph joined Northwestern Mutual - Chicago in 2008. She has earned the National Association of Insurance and Financial Advisors (NAIFA) Quality Award which recognizes professionalism through education and earned designations, adherence to the NAIFA Code of Ethics, and service to the industry association. She is a member of the Million Dollar Roundtable, AALU, Physicians Nationwide and National Black MBA Association – Chicago Chapter. She holds a Bachelor of Business Administration in Finance from University of Houston C. T. Bauer College of Business. An active member of her church, she also is a volunteer with Legacy Nexus Foundation,which serves as an organization with the mission to eradicate poverty for youth. To learn more about Marisa Joseph visit her website at http://marisajoseph.nm.com/ About Certified Financial Planning Board of Standards, Inc. The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes nearly 80,000 individuals to use these marks in the U.S. For more information about CFP Board, visit www.CFP.net. About Northwestern Mutual – Chicago Northwestern Mutual – Chicago, with offices in Downtown Chicago, Deerfield, Oak Brook and Rosemont, is a leading Chicago-based financial planning firm providing expert guidance to help clients manage financial risk and achieve financial security. Ranked one of Chicago's Top Workplaces, according to the Chicago Tribune, Northwestern Mutual – Chicago provides career and internship opportunities to individuals who want to grow personally and professionally. The company's nationally recognized financial representative internship program was named by Vault.com a top internship for students seeking careers in the financial services industry. Further information on the firm can be found at http://chicago.nm.com. About Northwestern Mutual Northwestern Mutual has been helping families and businesses achieve financial security for more than 160 years. Through a distinctive, whole-picture planning approach, we empower our clients to make the most of every single day and plan for important moments in their future. We combine the expertise of our financial professionals with a personalized digital experience to help our clients navigate their financial lives every day. With $265.0 billion in assets, $28.1 billion in revenues, and $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company manages more than $125 billion of client assets through its wealth management and investment services. Northwestern Mutual ranks 104 on the 2018 FORTUNE 500 and is recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2018. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Northwestern Mutual and its subsidiaries offer a comprehensive approach to financial security solutions including: life insurance, long-term care insurance, disability income insurance, annuities, life insurance with long-term care benefits, investment products, and advisory products and services. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (securities) End
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