Brookfield, Wisconsin.....Paul Serdynski of Rozman Wealth Management recently earned his Certified Financial Planner (CFP® Certification). Rozman Wealth Management is an independent investment advisory firm located in Brookfield, Wisconsin.
CFP® professionals earn certification solely from Certified Financial Planner Board of Standards Inc. (CFP Board). The requirement for a certification of financial planning include rigorous education and examination programs. The CFP® mark stand for the competent and ethical financial planning standards established by the CFP Board and represents individuals who have met all CFP Board requirements.
Paul's work ethic, strong moral backbone, and high level of education make him an excellent addition to our team of elite professionals at Rozman Wealth Management. At Rozman Wealth Management we help affluent families with financial services such as; retirement and inheritance, investment planning, tax reduction strategies, wealth management and wealth preservation. Our innovative private wealth management services help our client's prepare for life's inevitable changes. Rozman Wealth Management, 675 N. Barker Road, Brookfield, WI, www.rozmanwealth.com, 262-798-7979
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