Canale Financial Group's Josh Puccini Earns Wealth Management Certified Professional Designation
illi News/10143758

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

Karen Spillers

Source: NM-Chicago

Show All News | Report Violation


Latest on illi News