Jennifer M. O’Leary Achieves Registered Paraplanner Recognition

Jennifer M. O’Leary of Stamford, CT, has recently been granted the prestigious Registered Paraplanner (RP) designation by the College of Financial Planning, as announced by Asset Management Group, Inc. The RP designation signifies a comprehensive understanding of the financial planning process, including the five core disciplines of financial planning and a proficiency in financial planning concepts, terminology, and product categories.

To attain this designation, individuals undergo a rigorous course of study and must successfully pass a comprehensive examination that evaluates their ability to apply theoretical knowledge to real-world financial scenarios. Moreover, recipients commit to upholding the Standards of Professional Conduct and are held accountable through a disciplinary process. The designation is renewable every two years, contingent upon completion of 16 hours of continuing education and a reaffirmation of adherence to ethical standards.

Jennifer M. O’Leary is a Boston University graduate with a Bachelor’s Degree in International Relations and Economics, supplemented by a minor in Spanish. Leveraging her background in office management and accounting, she currently serves as the relationship manager at Asset Management Group, Inc., overseeing all aspects of clients’ financial planning and administrative requirements. Beyond her professional endeavors, Jennifer is deeply engaged in fitness activities and is actively pursuing licensure in individual and business insurance and risk management, with a future goal of attaining the Certified Financial Planner designation.

The College of Financial Planning, a renowned institution with a 40-year legacy of providing top-tier financial planning education in the United States, accredited by the Higher Learning Commission and a proud member of the North Central Association, bestowed this esteemed designation upon Jennifer M. O’Leary.

Established in 1983, Asset Management Group, Inc. is a prominent financial planning firm known for its personalized approach and longstanding client relationships. Committed to exceeding client expectations, the company offers tailored financial advice and guidance, ensuring that clients receive proactive and informative services to support their financial well-being.

For more information on the Registered Paraplanner designation and the services offered by Asset Management Group, Inc., visit their website at www.AMGplanning.com. Stay updated on the latest news and insights by following them on LinkedIn.

For media inquiries or further details, please contact Helen Redfield at Asset Management Group, Inc. by calling (203) 964-8300 or via email.