ROCKFORD (WIFR) -- Savant Capital Management, a nationally recognized fee-only wealth management firm, is pleased to announce that three employees recently earned professional designations:
Paul Lindvall and Rick Bender have earned the Chartered Retirement Plans SpecialistSM (CRPS®) designation. Lindvall is a financial advisor with 30 years of experience as a retirement plan specialist in the financial services industry. He is responsible for managing the needs of Savant’s retirement plan clients, including initial plan design and ongoing plan consultation and service. Bender is also a financial advisor, with over 20 years of experience in the financial services industry. He is responsible for managing all aspects of the financial planning and investment process for Savant’s clients.
According to the College for Financial Planning, individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Ryan Monette has earned the Chartered Financial Consultant® (ChFC®) designation. Monette is a financial planner with Savant. He acts as the liaison to Savant advisors to help produce investment analyses, prepare and present client financial plans, and coordinate plan implementation. He currently specializes in producing cash flow and retirement projections.
ChFC® designees complete the most extensive educational program required for any financial services credential. Each ChFC® has taken eight or more college-level courses on all aspects of financial planning from The American College, a non-profit educator with the highest level of academic accreditation. The average study time for the program is over 400 hours, and advisors frequently spend years earning this coveted distinction. Each ChFC® must also complete a minimum of 30 hours of continuing education every two years and must meet extensive experience requirements.