Professional

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

Professional Designations/Certifications:
John has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification and Chartered Life Underwriter (CLU®) designation.  

CERTIFIED FINANCIAL PLANNERTM (CFP®)
The CERTIFIED FINANCIAL PLANNERTM (CFP®) 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 dealing with clients. 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.

Chartered Life Underwriter (CLU®)
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.

Associations and Memberships:

National Association of Insurance and Financial Advisors (NAIFA)
John is currently a member of the National Association of Insurance and Financial Advisors, the largest financial services membership association in the United States. NAIFA advocates for a positive legislative and regulatory environment, enhances business and professional skills, and promotes the ethical conduct of its members. The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.


Financial Planning Association (FPA®)
The Financial Planning Association (FPA®) is the leadership and advocacy organization representing the financial planning community. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its primary am while upholding the organization's bylaws. 

 

Education:

B.A. Public Policy, University of Chicago

John P. Roland, CLU®, CFP®

Wealth Management Advisor

 

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