WESTWOOD, N.J. -- Brian K. Schiess, a financial analyst at Modera Wealth Management, LLC of Westwood earned his Financial Planner certification on Tuesday.
Schiess joined Modera in 2014 as a financial analyst. His duties include: data analysis, supporting client relationships and assisting wealth managers in developing comprehensive financial plans.
"I'm excited about continuing to work with clients and helping guide them towards reaching their financial goals," Schiess said in a statement.
The CFP marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework.
"We're thrilled to announce that Brian now holds the Certified Financial Planner certification," Greg Plechner, Modera principal and wealth manager said in a statement. " By obtaining the designation he has demonstrated his commitment to excellence and dedication."
Modera is a fee-only, independent wealth management firm that works with individuals, families, endowments, foundations and others in the areas of retirement planning, estate planning, income tax planning, investment management, risk protection, stock option analysis and education planning.
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