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Durell Buzzini, CFP®, RICP, CDFA, RLP®
First Vice President - Wealth Management, Wealth Advisor
UBS Financial Services
One City Center
7th Floor
Bangor, ME 04101
United States
Phone: 207-745-4679
Email:
durell.buzzini@ubs.com Website:
https://www.ubs.com/locations/united-states/bangor/one-merchant-s-plaza/ubs-financial-services-inc-488.htmlTraining:
Active Registered Life Planner®
more info
Training Types
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- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.