Minneapolis, MN, February 23, 2013 --(PR.com
)-- Donald D. Beattie, CFP® Registered Representative and Financial Advisor of Park Avenue Securities, and Financial Representative at Foster Klima & Company, LLC in Minneapolis, MN has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
The CFP® marks identify 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.
Individuals seeking CERTIFIED FINANCIAL PLANNER™ certification are required to complete financial planning coursework and must pass a two day exam covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement 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 and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Mr. Beattie is a 2008 graduate of the University of Minnesota, Twin Cities with a Bachelor of Arts degree in Communication Studies - College of Liberal Arts, and a Minor in Management - Carlson School of Management. He completed his CFP® coursework through The American College, Bryn Mawr, PA. Having a keen understanding and unique perspective of the uncommon challenges young medical professionals face, Donny specializes in the custom design and implementation of financial strategies and protection planning exclusive to the medical community.
“Foster Klima is proud to recognize another member of our firm in their commitment to providing quality services to our clients,” says Doug Flink, Partner and General Agent. He continues, “The CFP designation is a major accomplishment towards Mr. Beattie's professional development and his commitment to providing his clients with excellence.”
About Foster Klima & Company, LLC
Founded in 1860, Foster Klima & Company, LLC is a full-service financial firm. With more than 75 financial professionals, the firm offers a wide range of financial services including wealth creation and protection services. It also provides business and estate planning, risk management analysis, executive compensation programs, employee benefits, corporate retirement solutions and business succession planning. In addition, it provides supplemental retirement benefits and selective incentive plans. With offices in Minneapolis, MN and Fargo, North Dakota, Foster Klima & Company, LLC, is a general agency of the Guardian Life Insurance Company of America.
For more information about Foster Klima & Company, LLC, please visit: www.fosterklima.com
About CFP Board
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. For more info about CFP Board, visit http://www.cfp.net.
Donald D. Beattie, Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS).
Securities products/services and advisory services offered through PAS, a registered broker dealer and investment advisor (612-746-2200).
Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Foster Klima & Company, LLC is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC