Neighbor News
NM-Chicago Associate Wealth Management Advisor Earns CFP®
Megan Lepman achieves the highest standard in personal financial planning.
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.
Find out what's happening in Chicagofor free with the latest updates from Patch.
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.
Find out what's happening in Chicagofor free with the latest updates from Patch.
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
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 2019.
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), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (fiduciary and fee-based financial planning services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).
