Alden Witman Obtains His CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification
The Harvest Group’s Wealth Management Advisor Alden Witman Obtains His Certified Financial Planner™ (CFP®) Certification
Boston, MA, April 10, 2017 – Financial advisory and wealth management firm, The Harvest Group, is pleased to announce that Wealth Management Advisor Alden Witman, AWMA® has completed the Certified Financial Planner™ (CFP®) Board Examination and obtained his CFP certification.
The CFP® designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board of Standards, Inc., have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals agree to meet continuing education requirements and uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
At Harvest, Witman develops financial plans, performs investment research, and handles certain compliance issues and online services. He received his bachelor’s degree in economics from Quinnipiac University and currently resides in Natick, MA.
In October 2016, Roger H. Ingwersen, CFP®, CIMA®, CRPC®, his son Todd M. Ingwersen, CFP®, CIMA®, and daughter Laurie E. Ingwersen, CFP®, CRPC®, CDFA™ left UBS to form their own family-owned, registered investment advisor (RIA), The Harvest Group.
Roger Ingwersen, The Harvest Group’s Managing Partner and Founder, said, “We are all proud of Alden for obtaining his certification. After studying for almost two years and passing several interim and final exams, Alden was awarded the CFP designation by the CFP Board of Standards, Inc. He is a valued member of our team and we look forward to working with him in his expanded role.”
About The Harvest Group
Based in Waltham, MA, The Harvest Group is a family-owned registered investment advisor (RIA) specializing in family wealth management. Led by Roger H. Ingwersen, CFP®, CIMA®, CRPC®, his son Todd M. Ingwersen, CFP®, CIMA®, and daughter Laurie E. Ingwersen, CFP®, CRPC®, CDFA™, the firm provides individuals, families and family businesses with one-stop, customized wealth management, investment management and financial planning services.
Applying a holistic approach to wealth management, The Harvest Group takes a long-term perspective to growing and preserving individual and family wealth. The family team of certified financial planners understands from first-hand experience that family wealth management is not just about money, but often involves complex and unique issues: family dynamics, amicable conflict resolution, business succession planning, and more.
The Harvest Group Wealth Management, LLC (“the Harvest Group” or “the Firm”) is an SEC registered investment adviser with its principal place of business in the Commonwealth of Massachusetts. Registration does not imply a certain level of skill or training. The Firm may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by the Harvest Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration where the prospective client resides. For information pertaining to the registration status of the Firm, please contact the Firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about the Firm, including fees and services, send for our disclosure statement as set forth on Form ADV. Please read the disclosure statement carefully before you invest or send money. The Harvest Group has prepared this material for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law.