Phoenix, AZ – Brian Poe, CFP®, ChFC®, is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC). Brian is a wealth counselor at Versant Capital Management in Phoenix, AZ.
Brian works closely with Versant’s wealth management team in the core areas of client financial planning and investment portfolio development and management. This includes detailed client fact-finding, data analysis, projections, and tracking clients’ analytics to ensure that comprehensive planning has been accomplished. Brian earned his Bachelor of Arts degree in business administration from the University of Washington. Along with his new AEP® designation, he holds NASD Series 7 and 66 licenses and is a CERTIFIED FINANCIAL PLANNER® and a Chartered Financial Consultant®. Brian was named a “2020 Young Business Leader to Watch” by Az Big Media.
The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.
The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.
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