Savant Advisor Earns Certified Financial Planner™ Designation
February 25, 2013
Rockford, IL (February 25, 2013
) - Savant Capital Management, a nationally recognized fee-only wealth management firm, is pleased to announce that financial advisor Scott Demler
recently earned the Certified Financial Planner™ (CFP®
According to the CFP Board of Standards, Inc., CFP®
certificants must pass the comprehensive CFP®
Certification Examination, pass the CFP Board's Candidate Fitness Standards
, agree to abide by the 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.
Demler is a financial advisor for Savant Portfolios
and works in Savant's Rockford office
. As a financial advisor, he is responsible for managing all aspects of the financial planning and investment processes for Savant Portfolios clients. Demler routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies. Demler earned a Bachelor of Science degree in marketing from Northern Illinois University. He joined Team Savant in March of 2011.