Savant Advisor, Brian Conroy, Earns Chartered Retirement Plans Specialist Designation
February 3, 2011
Geneva, IL (February 3, 2011) – Savant Capital Management, a nationally recognized fee-only wealth management firm, is pleased to announce that Financial Advisor Brian Conroy recently earned his CHARTERED RETIREMENT PLANS SPECIALIST(SM)
or CRPS® designation. Conroy primarily works from Savant’s Geneva office located at 330 West State Street.
Graduates of the CRPS® Professional Designation Program must complete a specialized independent study course that provides a foundation for giving retirement planning advice to corporations and small businesses. The course covers key issues involved in all phases of establishing retirement plans within businesses. The designation is awarded to students after they successfully complete the course, pass a final examination, and sign a code of ethics commitment and declaration form.
As a Financial Advisor with Savant, Conroy is responsible for managing all aspects of the financial planning and investment processes for Savant’s clients. Conroy holds a BA degree in Marketing from North Central College in Naperville, IL. He also completed DePaul University’s Certificate Program in Financial Planning and is a Certified Financial Planner (CFP®). Additionally, Conroy has taught financial planning courses for the Northwestern University Certified Financial Planner™ Certification Education Program.
As a CRPS® designee, Conroy can provide clients with an understanding of how to establish an efficient retirement plan and ensure regular compliance with plan rules. Additionally, he can evaluate the financial status of a business and design the optimal plan for its employees.