FOR IMMEDIATE RELEASE
For further information, contact:
InTandem Financial – Traci Keiffer
Director of Client Relations & Marketing
Traci.keiffer@nm.com
(717) 257-4962
InTandem Financial – Northwestern Mutual, Mechanicsburg, PA – Jay Broeg, CFP®, Receives ChFC® Certification
Mechanicsburg, PA – October 12, 2021 – Jay Broeg, CFP®, ChFC® a Wealth Management Advisor with InTandem Financial and Northwestern Mutual – Mechanicsburg, a leading financial security company, has been authorized by The American College of Financial Services to use the ChFC® certification marks in accordance with The American College of Financial Services certification requirements.
“As part of Jay’s commitment to his profession, continuous personal growth, and to helping his clients achieve the financial security they strive for, we are proud of the hard work and dedication Jay has put toward earning his ChFC designation” said Steve Guinan, Managing Partner, Northwestern Mutual – Eastern Pennsylvania.
As a Wealth Management Advisor with InTandem Financial and Northwestern Mutual – Mechanicsburg, Jay partners with individuals, business owners and families to help them develop comprehensive financial plans tailored to plan for and achieve their life goals.
The ChFC® certification recognizes individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework covering various areas of financial planning: insurance, income taxation, retirement planning and investments and estate planning. The ChFC® certification helps individuals learn the essentials of financial planning and address more challenging areas, such as behavioral finance, financial planning for families with special needs dependents, small business planning, financial planning for LGBT clients, and divorce. ChFC® certificants must also agree to compy with The American College Code of Ethics and Procedures.
Jay joined Northwestern Mutual 2006. He holds a Bachelor of Arts from Southern Methodist University and completed his Certified Financial Planner CFP® in 2016. Jay resides in Mechanicsburg with his wife, Katie, and their children.
To learn more about Jay, visit his website at https://intandemfinancial.nm.com.
About Northwestern Mutual
Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what’s most important. With $308.8 billion in total assets, $31.1 billion in revenues, and $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $200 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 90 on the 2021 FORTUNE 500 and is recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2021.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).
