Jennifer M. Brucato Earns the Financial Paraplanner Qualified Professional (FPQP) Designation
Individuals who hold the FPQP 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 the 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.
Jenny, as she is known to her friends, is a graduate of Loyola University in New Orleans, with a Bachelor's degree in Business Management. After working in customer services for years, she joined Asset Management Group in March 2017 as a Client Services Assistant and was recently promoted to Client Services Coordinator. Her responsibilities are to assist clients with answers to questions and to work closely with the firm's other Paraplanners. She brings diplomatic and shrewd instincts to the firm, and is responsible for addressing all aspects of the firm's clients financial planning and administrative needs. A resident of Norwalk, Jenny is an avid baker and lover of cooking. She and her husband enjoy playing with their puppies, solving problems, and spending time outdoors with s'mores and bonfires. Jenny's aspirations include working towards a Certified Financial Planner (CFP) designation.
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.