Savant Advisor, Brent Lindell, Earns Certified Planner Designation
February 21, 2011
Madison, WI (February 21, 2011) – Savant Capital Management, a nationally recognized fee-only wealth management firm with offices in Madison, is pleased to announce that Financial Advisor Brent Lindell recently earned his Certified Financial Planner designation.
According to the CFP Board of Standards, Inc., CFP® certificate must pass the comprehensive CFP® Certification Examination, pass CFP Board's Candidate Fitness Standards, agree to abide by CFP Board's Code of Ethics and Professional Responsibility which puts clients' interests first, and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement. To become certified, applicants must complete the “4 E’s” – Education, Examination, Experience and Ethics.
As a Financial Advisor, Lindell is responsible for managing all aspects of the financial planning and investment process for clients. He has 19 years of experience as a trust officer and advisor. Lindell holds a BA in Economics and is a Certified Trust & Financial Advisor. Additionally, he received extensive training as a graduate from the Cannon Financial Institute’s Trust School at the University of Notre Dame.