GRAYSLAKE, IL, APRIL 26, 2021 – We are proud to announce that Cindy Mittlestaedt, Financial Planning Partner and Advisor at Aspire Planning Group, has been awarded the Certified Financial Planner designation from the CFPÂ® Board of Standards.
âThis accomplishment is important to me because it is truly the culmination of my years of study and experience in the fields of insurance, taxation, real estate, accounting and investments, in more than just being the planner that I naturally am, âsaid Cindy. âI have seen with my own eyes where a lack of financial planning has devastated a family’s future, and I want to make a difference by helping people not to repeat that scenario. I think the process of financial planning is a very personalized and long-term process that requires understanding an increasingly complex landscape. “
The CFPÂ® designation identifies individuals who have met the rigorous experience and ethical requirements of the CFPÂ® Board of Directors, have successfully completed financial planning courses, and have passed the CFPÂ® certification exam covering the areas the following: fundamentals of financial planning, risk management and insurance planning, education planning, investment management, tax planning, retirement savings and benefits and fringe benefits, and estate planning. CFPÂ® professionals also agree to meet continuing education requirements and abide by the code of ethics, standards of conduct and financial planning practice standards of the CFPÂ® Board of Directors.
âI am delighted to have another CFPÂ® professional on our team. Helping clients achieve their goals requires knowledge of investments, tax planning, insurance and other areas, said Julie Hupp, president of Aspire Planning Group. The CFPÂ® designation confirms that we have the expertise to provide this advice.
Cindy has been a professional in the financial services industry since 1989 and works with clients on their long-term financial goals. She joined Aspire Planning Group in 2018. Cindy received a Bachelor of Finance degree from Northern Illinois University.
About Aspire Planning Group LLC
Founded in 2006 by Julie Hupp, Aspire Planning Group is a firm where clients come first and where financial planning is very personal, very professional and client-centered. For more information about Aspire Planning Group, contact them at (847) 231-0990.
About the CFPÂ® panel
Certified Financial Planner Board of Standards, Inc. (CFPÂ® Board) is a non-profit organization that serves the public by promoting professional standards in personal financial planning to create knowledgeable and ethical financial planners who are committed to put the best interests of their clients first. The CFPÂ® Council grants CFPÂ® certification and maintains it as the recognized standard of excellence for personal financial planning. CFPÂ® Board has the federally registered CFPÂ®, Certified Financial Planner and CFPÂ® (with plate design) and CFPÂ® (with flame design) certification marks in the United States, which it awards to individuals who complete with pass initial and ongoing certification requirements. CFPÂ® Board currently authorizes more than 80,000 people to use these marks in the United States. To learn more about CFPÂ® Board, visit www.CFP.net.