Ashley Schueth of RBC Wealth Management Earns CFP Designation
Ashley Schueth, CFP, investment associate at RBC Wealth Management (www.rbcwealthmanagement.com) in Lincoln, has earned the educational designation of certified financial planner (CFP) through Certified Financial Planner Board of Standards Inc. (CFP Board). While not required to hold this designation as an investment associate at RBC Wealth Management, Schueth chose to pursue it for educational purposes, as it demonstrates extensive knowledge in many areas of the financial planning process including investment planning, retirement planning, estate planning, insurance planning and risk management. Schueth also was tested on ethical obligations faced by investment advisors.
CFP Board, a nonprofit regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning. The organization awards the designation of CFP to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 55,000 individuals to use these marks in the United States.
Schueth has worked in the Lincoln Office of RBC Wealth Management for the last nine years on a team with Kurt Anderson, CFP financial advisor, who is a 26-year veteran. Their goal is to help clients achieve peace of mind by simplifying their financial lives and increasing the probability that they will reach their financial goals. They pride themselves on building long-term client relationships based on knowledge, trust and respect. Find out more about RBC Wealth Management at www.rbcwealthmanagement.com.