Natalie E. Espinal Earns the Registered Paraplanner (RP) Designation

August 18, 2017 – Asset Management Group, Inc. of Stamford, CT., is pleased to announce that the College of Financial Planning has granted Natalie E. Espinal the Registered Paraplanner (RP) designation. Individuals who hold the RP® designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

Natalie is a graduate of Naugatuck Valley Community College with an Associate’s Degree in Business Management. She is pursuing a Bachelor’s Degree in Finance at Western Connecticut State University. With a background in the energy industry and previous roles in operations, management, and team leadership, she joined Asset Management Group in 2016 as a Client Services Assistant. Her responsibilities are to assist clients with answers to questions and to work closely with the firm’s other Paraplanners. She is responsible for addressing all aspects of the firm’s clients financial planning and administrative needs. A resident of Stamford, Natalie is very family oriented and a current trend enthusiast. In addition to her pursuing her Bachelor’s degree she is also studying individual and business risk management solutions, with aspirations of working towards a Certified Financial Planner designation.

The College for Financial Planning has been the premier provider of financial planning education in the United States for the last 40 years. The College is accredited by the Higher Learning Commission and is a member of the North Central Association.

Asset Management Group, Inc., www.AMGplanning.com, was founded in 1983. The financial planning practice is a dynamic, privately held company with a well-established customer base. The firm builds long-term relationships with clients and provides them with financial planning advice and counseling. The company is proactive in bringing information and advice to its clients and strives to provide services that exceed their client’s expectations.

GET IN TOUCH
Helen B. Redfield, RP®
Asset Management Group, Inc.
203-964-8300
http://www.AMGplanning.com

Release ID: 257108