NM-Chicago Associate Wealth Management Advisor Receives CFP professional certification

CHICAGO - Aug. 27, 2019 - PRLog -- Megan Lepman, CFP^® an Associate Wealth Management Advisor with Canale Financial Group 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 Megan for achieving the highest standard in personal financial planning," said Corey 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 an Associate Wealth Management Advisor, she plays an instrumental role in preparing customized financial plans, supporting analysis and operational support for insurance services.

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.

In addition to the CFP®, Megan earned a Certified Financial Planner™ Certificate from Northwestern University. She holds a Bachelor of Arts degree from Allegheny College and the  Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses, as well as life and health insurance licenses. Megan resides in Chicago with her fiancé Mike and two dogs, Wrigley and Hank, and cat Ally.

To learn more about Megan and the Canale Financial Group, visit http://canalefinancialgroup.nm.com/team.htm