Josh Puccini, RICP®, a financial planning specialist with Canale Financial Group, has earned the Wealth Management Certified Professional (WMCP®) designation from The American College of Financial Services. Professionals holding the designation specialize in how to integrate complex wealth and investment management strategies that provide clients with a holistic approach to achieve financial security and peace of mind.
“Josh is building on our promise to provide clients with a team of highly-qualified credentialed professionals with expertise in helping clients protect those who they love, optimize cash flow, minimize taxes and grow their wealth,” said Thomas J. Canale, managing director and wealth management advisor. “This designation has provided him in-depth knowledge of how to effectively marry understanding client objectives with behavioral science to achieve effective goals-based wealth management.”
In addition to the WMCP®, Puccini holds the Retirement Income Certified Professional (RICP®) and is FINRA securities registered. As a financial planning specialist, Josh partners with Canale Financial Group team members to create comprehensive financial plans, implement financial strategies, and help clients align their actions with their goals.
To learn more about Josh and Canale Financial Group based in Rosemont, visit https://canalefinancialgroup.nm.com