Certification marks those who have met extensive experience and ethical requirements as well as coursework and examination
Luke E. J. Will, CFP®, AAMS®, Financial Advisor of Navigation Wealth Management in Pewaukee, WI has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER(TM) and CFP(R) certification marks in accordance with CFP Board certification and renewal requirements. Mr. Will and his team specialize in guiding small businesses, families, and individuals to financial success by helping the clients identify their goals, build a personalized roadmap to achieve their goals, and navigate the clients to the desired goals. Kurt W. Zipp CFP(R), Luke’s business partner, also holds the CFP(R) Certification. For more information about Navigation Wealth Management, and services offered, visit navigationwealthmanagement.net.
The CFP(R) marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP(R) 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(R) professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP(R) certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(TM) and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 80,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America(R) (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. NAVIGATION WEALTH MANAGEMENT is not an affiliate or subsidiary of PAS or Guardian. NAVIGATION WEALTH MANAGEMENT is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. 2019-78578 Exp 4/21
About Navigation Wealth Management
Navigation Wealth Management helps individuals, families, and businesses navigate the financial headwinds that often distract and confuse investors from their primary goal. Their clients benefit from a holistic approach to financial planning. The firm’s goal is to break down and review every financial facet of their client’s life, simplify the information into a strong strategy that will withstand the test of time, and successfully navigate individuals, families and businesses in the implementation of this strategy to reach the desired current, and future destinations.
Name: Luke E. J. Will CFP® AAMS®
Organization: Navigation Wealth Management
Address: 1166 Quail Court Suite 100, Pewaukee, WI, 53072
Phone: +1(920) 988-2050