Neighbor News
Brotman Financial Group Associate Advisor Yanni Niebuhr Receives CFP(R) Certification
Mr. Niebuhr was promoted to Associate Advisor in May 2014.
Brotman Financial Group, Inc., a financial services firm whose professionals offer wealth management services to multi-generational families, announced today that Associate Advisor Yanni Niebuhr has received his Certified Financial PlannerTM (CFP®) certification.
Mr. Niebuhr joined Brotman Financial Group as an intern in June 2011, and accepted a full-time position in the firm’s investment operations department later that year. In May 2014, he was promoted to associate advisor, providing technical support for the firm’s lead financial advisors on all client work, including handling client inquiries, preparing for and attending meetings, and completing the necessary follow-up.
“In his time with us, Yanni has become an integral part in assisting our firm’s advisors with the financial planning process,” said Eric Brotman, president and managing principal, Brotman Financial Group. “He has demonstrated a great willingness to learn and advance, and I’m confident that he is a future leader in our industry. By earning his CFP®, Yanni has achieved a significant next step in his career, and we congratulate him.”
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Mr. Niebuhr is a graduate of Towson University, where he earned a bachelor’s of science degree in finance. He holds his FINRA Series 7 (General Securities Representative) and 66 (Uniform Combine State Law Examination) licenses through NFP Advisor Services, LLC.
About Brotman Financial Group, Inc.
Founded in 2003 and based in Timonium, Md., Brotman Financial Group, Inc. is an independent financial services firm whose team of Certified Financial PlannerTM Professionals provides individuals, small businesses and families with investment, retirement, estate, insurance and business planning. Securities and Investment Advisory Services are offered through NFP Advisor Services, LLC, member FINRA/SIPC. Brotman Financial Group is a member of Fusion Advisor Network, a platform of NFPAS. Brotman Financial Group and NFPAS are not affiliated. For more information, please call 410-252-4555 or visit www.brotmanfinancial.com.