Back to Search
Kevin "Zack" Zachariah Swad, CFP®, CWS, AWMA, AAMS, BFA, RLP®
President
Swad Wealth Management, LLC
100 Stony Point Rd, Suite 244
Santa Rosa, CA 95401
United States
Phone: 707-899-1010
Email:
zack@swadwealth.comWebsite:
https://www.swadwealth.comTraining:
Active Registered Life Planner®
more info
Training Types
[close]
- 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.
Retirement planning, Retirement Income Planning, Investment Planning & Management, and Tax Planning.
2011
