Bradey J. Loffert, CLU®, CFP®, Financial Advisor with Northwestern Mutual in Morgantown, WV has been authorized by the Certified Financial Planner Board of Standards Inc. (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with the CFP Board certification and renewal requirements.
These marks identify those individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards. According to the CFP Board’s website, www.LetsMakeAPlan.org, Loffert is only one of three practicing CFP® professionals in the Morgantown, WV area.
Bradey Loffert has also recently completed the education and formal examination requirements to become a Financial Advisor with Northwestern Mutual. As a Financial Advisor, Loffert can provide clients a personal and business planning process to deliver and implement a financial plan that integrates a wide spectrum of insurance and investment needs.
Loffert has been associated with Northwestern Mutual’s Morgantown Financial Group since 2006. He holds a Bachelor of Science degree in Business Administration from West Virginia University. Loffert has previously served on the Board of Directors of Generation West Virginia, Generation Morgantown’s Advisory Board, and the Ambassador Committee of the Morgantown Area Chamber of Commerce.
CFP Board is a nonprofit regulatory organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 67,000 individuals to use these marks in the United States. For more about the CFP Board, visit www.CFP.net.
The Northwestern Mutual Life Insurance Company – Milwaukee, WI (Northwestern Mutual) has helped clients achieve financial security for more than 156 years. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Subsidiaries include Northwestern Mutual Investment Services, LLC, broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company, limited purpose federal savings bank; and Northwestern Long Term Care Insurance Company; and Russell Investments. To schedule a consultation, Bradey can be reached at 304-282-0702 or bradey.loffert@nmfn.com.
