Comprehensive Wealth Management's Brian Lockett Earns Accredited Estate Planner Designation
Comprehensive Wealth Management's Vice President and lead advisor, Brian Lockett, has achieved the esteemed Accredited Estate Planner (AEP) designation, a graduate-level specialization in estate planning. This recognition stems from the National Association of Estate Planners & Councils, which sets high standards for education, experience, knowledge, professional reputation, and character. The AEP designation highlights Brian Lockett's commitment to a collaborative, team-based approach in estate planning, acknowledging his dedication to delivering exceptional service to clients.
Key Takeaways:
- Brian Lockett, CFP, has earned the Accredited Estate Planner (AEP) designation, administered by the National Association of Estate Planners & Councils, through rigorous education, experience, and professional reputation standards.
- The AEP designation recognizes a high level of expertise in estate planning, emphasizing a multi-disciplinary approach, including estate planning, financial planning, and collaboration with legal experts.
- Comprehensive Wealth Management provides comprehensive estate planning strategies, ensuring that clients' legacies can be transferred seamlessly to future generations.
- The firm's team has extensive experience in guiding clients and their families through complex financial and administrative processes during difficult times.
- Brian Lockett attributes his dedication to helping clients reach their lifestyle goals, plan their legacy, and provide for future generations to the AEP designation, which emphasizes a collaborative and thorough approach to estate planning.
- Comprehensive Wealth Management's expertise spans articulating and achieving clients' financial goals, partnering with them to navigate complex wealth management needs.
Statistics:
- Comprises a graduate-level, multi-disciplinary specialization in estate planning, held by less than 2% of estate planning professionals.
- Recognizes expertise in estate planning, financial planning, and collaboration with other professionals, such as estate planning lawyers and tax attorneys.
- Requires meeting stringent standards in education, experience, professional reputation, and character, as administered by the National Association of Estate Planners & Councils.
- Comprehensive Wealth Management has extensive experience helping clients and their families navigate complex financial and administrative processes during difficult times.
Sources:
- National Association of Estate Planners & Councils
- Comprehensive Wealth Management