"The need for highly competent, unbiased advice about managing wealth has never been more critical. We cannot afford to be complacent about the standard of care and guidance we provide to clients. Achieving financial independence is not just a challenge for people who are working to make ends meet, it is the challenge millionaires and multi-millionaires must meet head on, by navigating the complexities of investment markets, legislative risks, multi-generational planning for their families, and the need to maintain a comfortable standard of living."
W.M. Nzambi, CFP®Mariner Financial Groupwm@marinerfinancialgroup.com(412) 431-1076
For Immediate Release: 01/17/2018
Pittsburgh financial advisor, published in Personal Financial Planning Theory and Practice, 9th edition textbook, seeks to raise the bar in financial planning and combat the coming retirement crisis.
Pittsburgh, PA: W.M. Nzambi, CERTIFIED FINANCIAL PLANNER™ professional and president of Pittsburgh-based financial services firm, Mariner Financial Group, has been featured as a professional contributor in the 9th edition of Personal Financial Planning Theory and Practice. The textbook is used in education requirement programs throughout the country for financial advisors seeking board certification by the Certified Financial Planner Board of Standards.
In addition to running his practice serving the needs of affluent professionals, business owners and their families, Nzambi, a sixteen year veteran of the field, works to raise the level of excellence in the field. Over the past decade, he has taught more than 400 financial professionals in the region, serving as an adjunct faculty member at Duquesne University School of Business, where he teaches Investment Management to financial professionals from regional and multinational firms like PNC, Hefren Tillotson, Merrill Lynch, Morgan Stanley, and UBS.
“The need for highly competent, unbiased advice about managing wealth has never been more critical,” Nzambi says. “We cannot afford to be complacent about the standard of care and guidance we provide to clients. Achieving financial independence is not just a challenge for people who are working to make ends meet, it is the challenge millionaires and multi-millionaires must meet head on, by navigating the complexities of investment markets, legislative risks, multi-generational planning for their families, and the need to maintain a comfortable standard of living.”
A past recipient of Pittsburgh Magazine's Forty under Forty award and a multi-year winner of the Five Star Professional award in wealth management, Nzambi believes that while the challenges Americans face in meeting the goal of financial independence are great, the opportunities are greater. “When challenges present themselves, we rise to meet them.” Nzambi says. “That proactive, problem-solving mindset and an unwavering commitment to serving the best interests of our clients is how we help clients go bravely into the future.”
About Mariner Financial Group: Mariner Financial Group is a boutique financial services firm based in Pittsburgh, Pennsylvania. The firm serves the private wealth management needs of affluent professionals, business owners and their families throughout the country.
W.M. Nzambi is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 1050 Crown Pointe Parkway, Suite 1700, Atlanta, GA, (770)512-5100.
Mariner Financial Group is independent of Equity Services, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth managers’ future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Working with a Five Star Wealth Manager, or any wealth manager, is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Profession in the future. Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice. The award methodology does not evaluate the quality of services provided. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.