Renee Egelski of FIM Group Earns Certified Financial Planner Designation

Thursday, May 2, 2013

Traverse City, MI, May 1, 2013 – FIM GROUP, LTD. Is pleased to announced that Renee Egelski has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Ms. Egelski has worked at FIM Group since April of 2006 and is responsible for financial planning and wealth management for clients out of our Michigan office.

The CFP® 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® 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® 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.

Hawaii

444 Hana Hwy,
Suite D
Kahului, HI 96732
p: 808.871.1006
f: 808.871.1433

Michigan

111 Cass Street
Traverse City, MI 49684
p: 231.929.4500
f: 231.995.7999

Wisconsin

1837 E. Main Street
Onalaska, WI 54650
p: 608.779.0300
f: 608.779.0304

Our mission is to help you create, preserve and perpetuate an environment where life’s greatest moments will flourish.

ADV | Privacy Notice - © 2017 Financial Investment Management Group - Disclosure | NAPFA Corporate Firm