Gordon P Gruenes, CFP®, RICP®, CLU®, ChFC®, CLTC®

Wealth Management Advisor

Professional

Gordon Gruenes has been a part of the financial services industry since 1990 and has received several awards throughout his career. He is committed to providing the best service and demonstrates this through the acquisition of his professional credentials and designations.


CFP® CERTIFIED FINANCIAL PLANNER™

The CERTIFIED FINANCIAL PLANNER™(CFP®) professional certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

RICP® Retirement Income Certified Professional

The Retirement Income Certified Professional™ designation was crafted by more than 45 of the top retirement planning experts in the country. Retirement income planning places the focus on transitioning from asset accumulation to creating a sustainable livelihood for clients in retirement. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.

CLU® Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

ChFC® Chartered Financial Consultant

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

CLTC® Certified in Long Term Care

The Certified in Long-Term Care (CLTC) program is the long-term care insurance industry's only independent professional designation. Created in 1999, the course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients

CASL® Chartered Advisor for Senior Living

The Chartered Advisor for Senior Living (CASL®) designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL® designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.


Associations and Memberships:

National Association of Insurance and Financial Advisors (NAIFA)

Gordon is currently a member of the National Association of Insurance and Financial Advisors, the largest financial services membership association in the United States. NAIFA advocates for a positive legislative and regulatory environment, enhances business and professional skills, and promotes the ethical conduct of its members. The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

Financial Planning Association (FPA®)

The Financial Planning Association (FPA®) is the leadership and advocacy organization representing the financial planning community. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its primary am while upholding the organization's bylaws.


Education:

B.A. Accounting, University of Illinois @ Champaign

 

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