Jeffrey Mutchler has earned his Chartered Retirement Plans SpecialistSM (CRPS®) designation, a distinguished designation in the financial services industry awarded to financial advisors who have met strict standards for experience and knowledge.
Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Mutchler said, “I am honored to be included among the advisors who have earned this certified designation. It further demonstrates my dedication and commitment to helping my clients pursue their financial goals leading into and throughout their retirement.”
Mutchler is a financial advisor at Wealth Strategies & Management LLC in Stroudsburg, PA, and is an LPL Financial-affiliated advisor. LPL is a leader in the financial advice market and provides resources, tools and technology that are designed to enable advisors to deliver personal, objective financial advice.
Mutchler has specific experience in financial planning, portfolio management, estate planning, endowments, foundations, business succession planning, and investment policy statements. Mutchler began his career in financial services in 2007 as an intern with the Smith Barney financial advising division of Citigroup Global Markets Inc., followed by a four-year role as Financial Consultant at Pennstar Bank’s Investment Division. Mutchler is a graduate of Penn State University with a Bachelor of Science degree in Business Administration and Management.
About Wealth Strategies & Management LLC:
Wealth Strategies & Management LLC (WS&M) offers a comprehensive suite of financial services to their clients geared toward providing a complete picture as to either their individual or business financial health. WS&M services include financial planning, cash flow analysis, estate planning, retirement, and business services, among others. WS&M’s business philosophy centers on organizing, analyzing, managing and distributing client assets in an understandable and accessible manner consistent with specific client objectives and financial goals. Currently WS&M services a broad range of clientele across 23 states including pre-retirees, retirees, professionals, and business owners. For more information on WS&M visit the company website at www.wsandm.com.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and currently serves $476 billion in advisory and brokerage assets. LPL is one of the fastest growing RIA custodians and is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities. Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $118 billion in retirement plan assets, as of December 31, 2015. LPL also supports more than 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group, Wealth Strategies & Management LLC are separate entities from LPL Financial.