Team Duggan Wealth Management is made up of a highly experienced in-house team and a vast network of partners, ensuring that they receive the highest level of service, most insightful ideas, and the analyses to make informed decisions.
CERTIFIED FINANCIAL PLANNER™ (CFP®) Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
Wealth Management Certified Professional® (WMCP®) The WMCP® delivers an advanced specialization in personal wealth management unlike any other professional credential available today. Moving beyond simple investment management, the WMCP® helps advisors transform modern investment theory into applied knowledge that brings a new level of value to client relationships. WMCP® is designed for advisors serving high-net-worth individuals who are seeking professionals with a true understanding of their unique needs and goals.
Chartered Life Underwriter® (CLU®) The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
Chartered Financial Consultant® (ChFC®) The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning, small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
CERTIFIED FINANCIAL PLANNER™ (CFP®) Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
Wealth Management Certified Professional® (WMCP®) The WMCP® delivers an advanced specialization in personal wealth management unlike any other professional credential available today. Moving beyond simple investment management, the WMCP® helps advisors transform modern investment theory into applied knowledge that brings a new level of value to client relationships. WMCP® is designed for advisors serving high-net-worth individuals who are seeking professionals with a true understanding of their unique needs and goals.
Chartered Life Underwriter® (CLU®) The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
Chartered Financial Consultant® (ChFC®) The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning, small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
Brian M Duggan CFP®, WMCP®, CLU®, ChFC®
Wealth Management Advisor
Mark Buckley CFP®, CRPC®
Director of Advanced Financial Planning
Affiliates
Through the Northwestern Mutual network, we have trusted relationships with talented financial specialists across the nation. We work with each other, share ideas, and explore new solutions to help our clients realize their planning goals and personal vision.
