05/02/2024

Kevin Nolte has Earned the CERTIFIED FINANCIAL PLANNER™ Designation

HOFFMAN ESTATES – Clearwater Capital Partners, proudly announces that Kevin Nolte, Manager of Advanced Planning, has earned one of the industry’s most recognized designations, the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

As Manager of Advanced Planning, Kevin provides tailored solutions to help clients progress towards their financial and strategic goals. His areas of focus include business transfer planning, estate strategy, and tax optimization. His new CFP® designation reflects his commitment to providing comprehensive financial planning and supporting clients in complex financial scenarios. Kevin holds a Bachelor of Science degree in business administration from Marquette University and a Master of Science in Accounting. He is also a licensed Certified Public Accountant (CPA) in Wisconsin and Illinois.

“We are incredibly proud of Kevin for earning the CFP® designation," said Jeff DeHaan, Partner, and Senior Wealth Advisor at Clearwater Capital Partners. "This accomplishment showcases his dedication to excellence and his ability to help our clients achieve their financial goals with confidence. He brings a high level of professionalism and integrity to our firm, and we are excited to see how he continues to make a positive impact.”

Click here to read the full biography for Kevin Nolte.

About Clearwater Capital Partners

Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA).  The firm provides Multi Family Office and comprehensive wealth management services to successful individuals and families through their Private Client Practice.  The firm’s Corporate Solutions Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans. https://www.ccpwealth.com/

About the CFP Board:

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP, Certified Financial Planner and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 80,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.