Trending...
- Make Innovation Matter: Support H.R.1's R&D Expensing Relief for American Small Businesses
- Google AI Quietly Corrects the Record on Republic of Aquitaine's Legal Sovereignty
- Chicago: Mayor Brandon Johnson Announces 2026 Budget Engagement Roundtables
American College of Financial Services designation uses contemporary investment science to bring a new level of value to the advisor-client relationship.
CHICAGO - illiNews -- Josh Puccini, RICP®, a financial planning specialist with Canale Financial Group, has earned the Wealth Management Certified Professional (WMCP®) designation from The American College of Financial Services. Professionals holding the designation specialize in how to integrate complex wealth and investment management strategies that provide clients with a holistic approach to achieve financial security and peace of mind.
"Josh is building on our promise to provide clients with a team of highly-qualified credentialed professionals with expertise in helping clients protect those who they love, optimize cash flow, minimize taxes and grow their wealth," said Thomas J. Canale, managing director and wealth management advisor. "This designation has provided him in-depth knowledge of how to effectively marry understanding client objectives with behavioral science to achieve effective goals-based wealth management."
More on illi News
In addition to the WMCP®, Puccini holds the Retirement Income Certified Professional (RICP®) and is FINRA securities registered. As a financial planning specialist, Josh partners with Canale Financial Group team members to create comprehensive financial plans, implement financial strategies, and help clients align their actions with their goals.
He and his wife, Alicia, reside in Chicago's Andersonville neighborhood.
To learn more about Josh and Canale Financial Group, visit https://canalefinancialgroup.nm.com/
"Josh is building on our promise to provide clients with a team of highly-qualified credentialed professionals with expertise in helping clients protect those who they love, optimize cash flow, minimize taxes and grow their wealth," said Thomas J. Canale, managing director and wealth management advisor. "This designation has provided him in-depth knowledge of how to effectively marry understanding client objectives with behavioral science to achieve effective goals-based wealth management."
More on illi News
- $18 Price Target Issued in New Research Report After $34 Million Revenue Forecast from Acquisition; $101.5 Million Net Revenue in 2025; NAS DAQ: IQST
- West Dentistry Welcomes New Oral Surgeon to Enhance Patient Care
- The AML Shop Launches New Financial Investigations Unit, Appoints Director to Lead the Initiative
- Raidium révolutionne le diagnostic de la Sclérose en Plaques en partenariat avec l'Hôpital Fondation Adolphe de Rothschild
- New Podcast "Spreading the Good BUZZ" Hosted by Josh and Heidi Case Launches July 7th with Explosive Global Reach and a Mission to Transform Lives
In addition to the WMCP®, Puccini holds the Retirement Income Certified Professional (RICP®) and is FINRA securities registered. As a financial planning specialist, Josh partners with Canale Financial Group team members to create comprehensive financial plans, implement financial strategies, and help clients align their actions with their goals.
He and his wife, Alicia, reside in Chicago's Andersonville neighborhood.
To learn more about Josh and Canale Financial Group, visit https://canalefinancialgroup.nm.com/
Source: NM-Chicago
0 Comments
Latest on illi News
- Chappaqua's Annual Townwide Summer Sale – Unbeatable Savings at Your Favorite Local Boutiques!
- Skyline Partners with ZenSpace to Offer Private Meeting Pods for Trade Show Exhibitors
- Naperville Police Participate in "Speeding Catches Up With You" Enforcement Campaign This July
- Glen Ellyn Team Wins Inaugural Plus Games at Batteries Plus's 2025 PlusCon
- AI Innovation Dual-Strategy Business Model Focused on Real Estate Development for Strategic Expansion: OFA Group, (N A S D A Q: OFAL)
- Construcción del Corredor Norte–Sur (NSC) de Singapur
- New Report: Slip and Fall Accidents Rank as the Leading Cause of Construction Site Fatalities
- Get Your Cowboy Boots On! Causeway Country BBQ Music Festival Kicks Off September 12–14 in Ft. Pierce
- Retired Hobbyist Launches Bold Weekly Album Project Using AI Songwriting Tools
- DimHum Launches Revolutionary CrowdShipping Service
- Eolian Signs New Information Exchange Agreement with the U.S. Department of Defense for Technology Innovation
- Infinite Health Introduces Cutting-Edge Regenerative Medicine for Wound Care with Trip Goolsby, MD
- Tarp Supply Inc.® Prepares to Celebrate 21 Years of Excellence in the Tarps Industry
- Top Dentist Concord CA, Smile Makers Dental Care, Celebrates 500 5-Star Reviews
- Bio-Inspired Technology-Dynamic and Adaptable for unknown real-world environments
- ALIVE and KICKING: LAUGHTER NEVER GETS OLD has its World Premiere July 11-20 in St. Charles, IL
- AAR to announce fourth quarter fiscal year 2025 results on July 16, 2025
- Michael Reafsnyder opens solo exhibition at Scott Richards Contemporary Art in San Francisco
- Valley Sleep Therapy Expands to Prescott with New Location at Crossings Road
- New Dad Battles Leukemia and Wins!