Money Matters

What Does Matt’s New AEP Designation Mean For You?

17 Aug 2020 by: Matt Showley  , , , ,

Matt Showley, CFP®, can now add AEP®️ to his name. The Accredited Estate Planner® designation signifies his deep knowledge and expertise in estate planning and is evidence of his dedication to this critical area of field. What does that mean for you?

1. AEP Means Experience

To receive the Accredited Estate Planner® designation from the National Association of Estate Planners & Councils, recipients are required to spend at least one-third of their time on estate planning and related matters or have at least ten years in the discipline after completing the required coursework and credentials. Those who hold this designation have years of real-world experience working with clients through all the nuances of estate planning and know how to approach it with wisdom, creativity, and understanding. 

2. AEP Means Trust

Among the features that make the Accredited Estate Planner designation unique are the references required. Recipients are required to submit three professional references from clients or colleagues with whom they have worked on estate planning matters. Furthermore, they must also be current members of a local chapter of the National Association of Estate Planners & Councils, meaning they have collaborative relationships with other estate planners. 

3. AEP Means Knowledge

At CCMI, we are dedicated to lifelong learning and are very proud of Matt for fulfilling the requirement of two graduate-level courses from The American College of Financial Services. This demonstrates his proficiency in the intricacies of estate planning and his familiarity with new ways to assist clients. 

Congratulations to Matt for earning his AEP designation! We are thrilled to bring this level of expertise to you as we guide you through your estate and financial planning journeys.

CCMI provides personalized fee-only financial planning and investment management services to business owners, professionals, individuals and families in San Diego and throughout the country. CCMI has a team of CERTIFIED FINANCIAL PLANNERTM professionals who act as fiduciaries, which means our clients’ interests always come first.
How can we help you?

Matt Showley is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Estate Planner®️ who advises individuals, families, and business owners on portfolio management, financial planning, tax and estate planning, real estate, cash-flow modeling, and education planning. In addition to his role as principal and owner, Matt continues to oversee the firm’s operations and work with new and existing clients. Matt joined CCMI in 2006 and has contributed significantly to the firm’s wealth management and financial planning processes and client relationships.

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