Bradey J. Loffert, financial adviser with Northwestern Mutual in Morgantown, has been authorized by the Certified Financial Planner Board of Standards as a certified financial planner.
He passed the CFP certification examination covering areas including the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
He also has agreed to uphold the CFP board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
Loffert also recently completed the education and formal examination requirements to become a financial advisor with Northwestern Mutual. As a financial advisor, Loffert can provide clients a personal and business planning process to deliver and implement a financial plan that integrates a wide spectrum of insurance and investment needs.
He has been associated with Northwestern Mutual's Morgantown Financial Group since 2006. He holds a bachelor of science degree in business administration from West Virginia University.
Loffert previously served on the board of directors of Generation West Virginia, Generation Morgantown's advisory board and the ambassador committee of the Morgantown Area Chamber of Commerce.
The CFP board is a nonprofit regulatory 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.