Latest News / Centier's Alan Swingler Obtains the Certified Wealth Strategist® Industry Designation
Centier's Alan Swingler Obtains the Certified Wealth Strategist® Industry Designation
September 26, 2018
(MERRILLVILLE, IN) Alan Swingler of Centier Investment Services is among an elite group of financial professionals obtaining the Certified Wealth Strategist® designation, administered by Cannon Financial Institute. This designation is awarded to those individuals completing a comprehensive program of study surrounding key wealth management issues facing clients’ today.
Obtaining the Certified Wealth Strategist® designation provides financial services professionals with the technical knowledge, practice management processes and the client communication skills needed to create and build a client centric wealth advisory practice. The primary goal of the Certified Wealth Strategist® practice is to work as an effective partner for their clients with more complex wealth issues.
“The creation of the CWS® designation was in response to a need in the industry for a practical, application-based certification program for financial professionals. Specifically, in volatile times like the present, a respected financial service professional requires the skill set of a “trusted advisor”. Defined as an advisor with not only the competencies to understand their clients specific wealth needs but the conversational skills to communicate it in a way that the client comprehends. Completing this designation distinguishes the recipient for their commitment to their clients’ financial future,” said Phil Buchanan, Chairman of the Board, Cannon Financial Institute.
Swingler joined the Centier family in 1994 and has more than thirty years of experience in the financial services industry, having worked with several substantial companies prior to Centier. In addition to a Bachelor of Science degree in Finance from Indiana University, Alan is a Certified Financial Planner™ professional, Senior Investment Executive, holds his Series 24 registration, and is a Licensed Insurance Agent. His clients look to him to help protect and enhance their wealth and income. Alan volunteers his time as a pension committee member for a large non-profit company dedicated to providing quality day programs and residential services for the adult mentally-challenged population in Northwest Indiana
The Certified Wealth Strategist® education and designation are administered by Cannon Financial Institute. The CWS® Board of Standards awards credentials to individuals who successfully complete initial and ongoing certification requirements. To learn more about this program visit www.cannonfinancial.com for details.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC insured • May lose value • Not financial Institution guaranteed • Not a deposit • Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives. OSJ: 600 East 84th Ave, Merrillville, IN 46410
Check the background of this investment professional on FINRA’s BrokerCheck
Located at: 600 E 84th Avenue Merrillville, IN 46410
Phone: (844) 755-6600
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
These products and services are being offered through Cetera Investment Services LLC or its affiliates, which are separate entities from, and not affiliates of, Centier Bank or Centier Investments. Securities and insurance products offered by Cetera Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com