GRAYSLAKE, IL APRIL 26, 2021– We are proud to announce that Cindy Mittlestaedt, a Financial Planning Associate and Advisor with Aspire Planning Group, has earned the Certified Financial Planner designation from the CFP® Board of Standards.
“This accomplishment is significant for me as it is truly a culmination of my years of education and experience in insurance, tax, real estate, accounting, and investments, as well as just being the planner that I am naturally,” said Cindy. “I have seen first-hand where a lack of financial planning devastated a family’s future, and I want to make a difference by helping people not repeat that scenario. I believe the financial planning process is a very personalized, long-term process that requires understanding of an increasingly complex landscape.”
The CFP® designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP® Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: financial planning fundamentals, risk management and insurance planning, education planning, investment management, income tax planning, retirement savings and income and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP® Board’s Code of Ethics, Standards of Conduct, and Financial Planning Practice Standards.
“I am excited to have another CFP® professional on our team. Helping clients achieve their goals requires knowledge in investments, tax planning, insurance, and other areas, said Julie Hupp, President of Aspire Planning Group. The CFP® designation validates that we have the expertise to provide that advice.”
Cindy has been a professional in the financial services industry since 1989 and works with clients on their long-term financial goals. She joined Aspire Planning Group in 2018. Cindy earned a bachelor’s degree in Finance from Northern Illinois University.
About Aspire Planning Group LLC
Founded in 2006 by Julie Hupp, Aspire Planning Group is a firm where clients come first, and where financial planning is very personal, very professional, and client centered. For more information about Aspire Planning Group contact them at (847) 231-0990.
About CFP® Board
Certified Financial Planner Board of Standards, Inc. (CFP® Board) is a nonprofit organization that serves the public by fostering professional standards in personal financial planning to create competent and ethical financial planners who are committed to putting their clients’ best interests first. The CFP® Board grants the CFP® certification and upholds it as the recognized standard of excellence for personal financial planning. CFP® Board owns the certification marks CFP®, Certified Financial Planner and federally registered CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP® Board currently authorizes more than 80,000 individuals to use these marks in the United States. For more about CFP® Board, visit www.CFP.net.