Weiser Capital Management Financial Advisor David Weinstock Earns Accredited Estate Planner® Designation |
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By: weisermazars.com Posted: 2011-09-18 23:33:01 |
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NEW YORK, Sept. 9, 2011 -- David Weinstock, a financial advisor at Weiser Capital Management, has earned the prestigious Accredited Estate Planner® (AEP®) designation, a graduate level specialization in estate planning. Weinstock, a veteran of the financial services industry for two decades, is a certified public accountant and speaks regularly to various industry associations and community groups.
The AEP® designation is available to attorneys (JD), Chartered Life Underwriters® (CLU®), Certified Public Accountants (CPA), Certified Financial Planners™ (CFP®), Chartered Financial Consultants® (ChFC®), and Certified Trust and Financial Advisors (CTFA). It is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designation holder must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics. The National Association of Estate Planners & Councils (NAEPC) is a national organization of professional estate planners and affiliated local Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public's need in estate planning. About Us Weiser Capital Management LLC, the registered investment advisory division of WeiserMazars LLP, is a full-service wealth advisory firm providing coordinated and integrated planning services. Utilizing our three key tools – Legacy Wealth Planning, Lifetime Security Strategies and Benefit Design Advantage™ – we address the needs of business owners, high-net worth individuals, and their families. Our professionals take a sophisticated approach to serving clients by going beyond standard asset management. Depending upon your needs, we can provide financial, estate, insurance, and benefits planning, as well as investment advisory solutions Unlike many firms that offer one-size-fits-all solutions, we work with our clients to understand their unique circumstances and then create customized solutions designed to address the complex challenges that our clients face. We collaborate with our clients so they can better understand and attain their short-term needs and long-term financial goals. WeiserMazars LLP, the independent U.S. member firm of Mazars Group, provides a unique combination of foresight and experience to our clients in fulfilling their accounting, tax and advisory needs. Our team of partners and professionals bring their technical expertise, industry knowledge and an integrated, customized approach to bear on the critical issues and competitive challenges facing a wide array of clients including owner-managed businesses, complex, multi-national organizations and high net worth individuals in a multitude of industries. Established in 1921, the firm has been built upon a framework of traditional values and thought leadership enabling us to turn the science of business into an art. We accomplish this by offering a broad range of services that will meet each of our client's specific needs. Whether on the local level or internationally, we have helped guide clients through their day-to-day operations and work with them to help ensure they have the right financial structure in place to meet their business goals. WeiserMazars has over 90 partners and more than 650 professionals in seven U.S. offices with additional locations in Israel and the Cayman Islands. Mazars Group: A Global Organization Mazars is a prominent international accounting, audit, tax and advisory services organization. With more than 13,000 professionals located around the world, Mazars offers accounting, audit, tax and advisory services in more than sixty countries on six continents. |
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