Heritage Planning Partners' Michael D'Aquila Earns WMCP Designation

American College of Financial Services Wealth Management Certified Professional designation uses contemporary investment science to bring a new level of value to the advisor-client relationship
By: Northwestern Mutual - Chicago
 
CHICAGO - Oct. 15, 2019 - PRLog -- Michael D'Aquila CFP®, WMCP®, CLU®, a founding member and wealth management advisor with Heritage Planning Partners, has earned the Wealth Management Certified Professional (WMCP®) designation from the American College of Financial Services. Candidates for the new designation learn how to integrate complex wealth and investment management strategies that provide clients with a holistic approach to achieve financial security and peace of mind.

"Mike's focus on leading clients to achieve their most meaningful goals has found him at the forefront of the industry," said Corey D. McQuade, Managing Partner of Northwestern Mutual – Chicago.  "This innovative new designation has provided him in-depth knowledge of how to effectively marry understanding client objectives with behavioral science to achieve effective goals-based wealth management."

With more than 15 years of experience, D'Aquila specializes in working with professionals in the finance and capital markets industry. He started his practice while he was attending Loyola University Chicago as a College Financial Representative. While finishing his degree in finance, he had the opportunity to grow his practice and learn the fundamentals of the financial security business. In addition to the WMCP®, D'Aquila holds the CERTIFIED FINANCIAL PLANNER™ (CFP ®) certification and the Chartered Life Underwriter (CLU®) designation.

He and his wife, Genevieve, reside in West Town with their two daughters.

About Heritage Planning Partners
Embracing a core value of practicing the "golden rule," Heritage Planning Partners is guided by a pledge to do what is in the client's best interest, always.  The Chicago-based comprehensive financial planning firm brings together the experience and expertise of the founding members, Mike D'Aquila, Benjamin Voigt and Adam Waitzman, the resources of a team highly qualified financial professionals and the strength of Northwestern Mutual. More information on Heritage Planning Partners can be found at http://heritageplanningpartners.nm.com/

About Northwestern Mutual
Northwestern Mutual has been helping families and businesses achieve financial security for more than 160 years. Through a distinctive, personalized planning approach, Northwestern Mutual combines the expertise of its financial advisors with a digital experience to help its clients navigate their financial lives every day.

Contact
Karen Spillers
***@corpcommstrategies.com
End
Source:Northwestern Mutual - Chicago
Email:***@corpcommstrategies.com Email Verified
Tags:Heritage Planning Partners
Industry:Business
Location:Chicago - Illinois - United States
Account Email Address Verified     Account Phone Number Verified     Disclaimer     Report Abuse
CorpComm Strategies PRs
Trending News
Most Viewed
Top Daily News



Like PRLog?
9K2K1K
Click to Share