Philip J Schlemmer, RICP®, CFP®, CLU®, CFA®

Wealth Management Advisor

Professional

Before we can speak intelligently about the products and services that might be appropriate for you and your family, I need to get to know you and understand your goals and financial situation. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Associations and Designations

CFP®

CERTIFIED FINANCIAL PLANNER

The CERTIFIED FINANCIAL PLANNERTM certification is one of the most recognized financial planning marks in the world.  CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when working with clients.

CFP® Professionals agree to adhere to the high standards of ethics. As a CFP® professional, I act as a coach and problem-solver, able to provide truly personalized services to clients and maintain high levels of financial planning and professionalism. 

The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

CFA®

Chartered Financial Analyst®

The Chartered Financial Analyst designation provides investment professionals with real-world analytical skills and technical competence. To complete this course it is important to have mastered a broad range of practical portfolio management and advanced investment analysis skills.

CLU®

Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

RICP®

Retirement Income Certified Professional

Retirement Income Certified Professional® is an advanced designation awarded by the American College.  This designation helps us prepare clients to change from an accumulation oriented mindset to one of income distribution.

Education:

* Master of Business Administration in Finance from The George Washington University 

* Bachelor of Science in Electrical Engineering from Virginia Tech

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck