Cary Stamp, CFP®, CDFA™, AIF®, CAP® is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC). His office is in Tequesta, FL.
The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP® designation is available to attorneys (JD), Chartered Life Underwriters® (CLU®), Certified Public Accountants (CPA), Certified Financial Planners™ (CFP®), Chartered Financial Consultants® (ChFC®), and Certified Trust and Financial Advisors (CTFA).
Cary Stamp & Company offers a strategic estate planning service that fulfills your objectives for today and your legacy. This includes analyzing your currents needs and your goals on how to distribute your wealth. Income, gift, transfer, and estate taxes play a major role in your estate plan.
And as more clients seek this service, Cary wanted to expand his team approach to better serve them properly, which is why he pursued the AEP® designation.
It is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.
The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.
The American College of Financial Services has been selected as the primary provider of the education courses required to earn the AEP® designation.
Cary Stamp & Co. operates its securities and advisory services through Commonwealth Financial Network, a member of FINRA and SIPC, a Registered Investment Adviser.