Comprehensive Wealth Management's Brian Lockett Earns Accredited Estate Planner Designation

Strategic Insights -

Comprehensive Wealth Management, a family-owned financial services firm, announced that Brian Lockett, CFP, has earned the designation of Accredited Estate Planner (AEP). Administered by the National Association of Estate Planners & Councils, the AEP designation is a graduate-level, multi-disciplinary specialization in estate planning. It recognizes a high level of dedication and service with a collaborative, team-based approach. This recognition validates the firm's integrated estate and financial planning services, which help clients navigate complex financial and administrative processes.

Key Takeaways:

  • Brian Lockett, CFP, has earned the Accredited Estate Planner (AEP) designation from the National Association of Estate Planners & Councils.
  • The AEP designation is a graduate-level, multi-disciplinary specialization in estate planning that recognizes a high level of dedication and service with a collaborative, team-based approach.
  • Comprehensive Wealth Management offers integrated estate and financial planning services that help clients navigate complex financial and administrative processes.
  • The firm has extensive experience helping clients and their family members and heirs navigate estate planning and transfer of assets.
  • Brian Lockett states that the AEP designation helps signal the firm's approach as detailed, thorough, and highly collaborative with other professionals involved in estate planning.

Statistics:

  • Comprehensive Wealth Management is a Pacific Northwest wealth-management firm.
  • The firm has extensive experience helping clients and their family members and heirs navigate estate planning and transfer of assets.
  • The AEP designation is awarded to estate planning professionals who meet stringent requirements in areas of education, experience, knowledge, professional reputation, and character.

Sources:

  • GlobeNewswire (MIL-OSI)
  • Comprehensive Wealth Management
  • National Association of Estate Planners & Councils
  • FIRMANI
  • The MIL Network
  • Multimedia Investments Ltd
  • Contify.com