Hank Peck, CFP®, Named an ACCREDITED ESTATE PLANNER® Designee

TCI Missy

Oct 19, 2015

FOR IMMEDIATE RELEASE

Contact: Susan Austin Carney
Tel. 866/ 226-2224
Email: susan@naepc.org

Hank Peck, CFP®, Named an ACCREDITED ESTATE PLANNER® Designee 

Cleveland, Ohio (October 15, 2015) – Hank Peck, CFP® is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).

Hank Peck, CFP®, AEP®, is an Advisor and Shareholder with TCI Wealth Advisors, Inc., an independent, fee-only wealth advisory firm headquartered in Tucson, Ariz. with an uncompromising commitment to the happiness of clients and staff. With offices in Scottsdale, Flagstaff, Reno/Tahoe, Nev., Santa Fe, NM, Denver, CO, and Santa Monica, CA, and over $1.8 billion in assets under management, TCI is one of the largest independent, registered investment advisory firms in the West.

The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. 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 to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in a yearly renewal and recertification process.

The 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 for estate planning.

###

 

Get new blog posts in your inbox:

Categories

Share this Post:

Spend 20 minutes with us.

Every client journey begins with a conversation. To discover whether TCI is a good fit for your financial planning needs, call us to schedule a quick, completely free, low-risk call with an advisor. It’s that easy, seriously!

(877) 733-1859

Your Name

Phone Number

Email Address