Elizabeth Gilbert Awarded the Registered Paraplanner (RP) Designation
Individuals who hold the RP® designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
As a new member of our team and Registered Paraplanner, Beth will be responsible for addressing all aspects of the firm's client's financial planning and administrative needs. She will also be continuing her education towards becoming a Certified Financial Planner (CFP).
Beth comes to Asset Management Group with experience in project management and individual coaching. She received a Bachelor of Urban and Environmental Planning from the University of Virginia, with coursework for a second major in Economics. She worked as a Personal Trainer and Triathlon coach after building up experience in the construction and retail environments. Beth trains for triathlons when she is not working. She lives in Greenwich with her fiancé.
The College for Financial Planning has been the premier provider of financial planning education in the United States for the last 40 years. The College is accredited by the Higher Learning Commission and is a member of the North Central Association.
Asset Management Group, Inc., www.AMGplanning.com, was founded in 1983. The financial planning practice is a dynamic, privately held company with a well-established customer base. The firm builds long-term relationships with clients and provides them with financial planning advice and counseling. The company is proactive in bringing information and advice to its clients and strives to provide services that exceed their client's expectations.
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