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(Baltimore, MD, May 23, 2011) - Woody Derricks, CFP®, President of Partnership Wealth Management, LLC has been authorized by Certified Financial Planner Board of Standards Inc. (CFP Board) to use the CFP®, Certified Financial Planner™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
These marks identify those individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
CFP Board, a nonprofit regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning. CFP Board owns the certification marks CFP® Certified Financial Planner™ and CFP® which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 42,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
Mr. Derricks is an independent financial consultant who began his career in 1998 and formed Partnership Wealth Management, a financial services company, a few years later.
The past two years have proven quite successful for Woody Derricks. In April 2010, Mr. Derricks received 2nd place in the Baltimore Business Journal's Green Entrepreneur of the Year Awards. Two months later, he was recognized as a top financial advisor and named to the LPL Financial Freedom Club. A distinction based on an annual production ranking of all registered advisors supported by LPL Financial, the nation's largest independent broker-dealer*, and is awarded to less than 25 percent of the firm's 12,027 advisors nationwide. In December 2010, Mr. Derricks was selected to be part of SmartCEO's 2010 EcoCEO program. SmartCEO launched its 2010 EcoCEO program 2 years ago recognizing local companies that have introduced environmentally friendly products, services and technologies into their daily routines.
In February 2011, Mr. Derricks was named a FIVE STAR Wealth Manager. The FIVE STAR Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charged and overall satisfaction. The overall evaluation score is based on an average of all respondents and may not be representative of any one client's evaluation. The list of 2011 FIVE STAR Wealth Managers is an elite group, representing less than 5 percent of the wealth managers in the Baltimore area. Just this past April, Mr. Derricks received his CDFA™ designation from the Institute for Divorce Financial Analysts™. The IDFA™ is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
Woody Derricks is a representative of LPL Financial and is registered to discuss and transact securities business in the following states: AK, CA, CT, DC, DE, FL, MD, NJ, NV, NY, PA, RI, TX, VA, VT.
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Partnership Wealth Management, LLC is a local and independent full-service financial services company whose practice provides customized financial plans, client portfolio management, retirement planning, tax strategies, domestic partner planning, insurance, estate planning, & education strategies.
* Based on total revenues, Financial Planning magazine, June 1996-2010
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