RENO – Derek Hamblet, Client Advisor – Officer with The Whittier Trust Company of Nevada, Inc. (WTC-NV), recently obtained his CERTIFIED FINANCIAL PLANNER certification in accordance with Certified Financial Planner Board of Standards Inc. (CFP Board) certification requirements. Hamblet is responsible for providing financial, fiduciary and family office services to high net-worth families, individuals and foundation clients. He works closely with clients, their family members and their advisors to build individualized, multi-generational strategies and solutions to help meet complex client needs.
“With over 10 years of investment management and fiduciary experience, we are thrilled about Derek’s recent achievement with his CFP® certification,” said Bill Ramsey, president of WTC-NV. “This certification supports the high standard of service that our clients expect and deserve.”
Hamblet earned his bachelor of science degree in finance with an emphasis in economics and accounting from the University of Nevada, Reno and earned his certificate in Financial Planning from Bryant University. Hamblet is also a candidate for the CTFA designation.
About Whittier Trust:
Investment and Wealth Management Services are provided by Whittier Trust Company (WTC) and The Whittier Trust Company of Nevada, Inc. (WTC-NV) (referred to herein individually and collectively as “Whittier Trust”), state-chartered trust companies wholly owned by Whittier Holdings, Inc. (“WHI”), a closely held holding company. WTC-NV will be doing business as Whittier Trust in the State of Oregon. WHI may utilize the services of its subsidiary, Belridge Capital, LLC, an SEC registered investment advisor, to provide sub-advisory services for certain accounts and proprietary private fund investments. Whittier Trust is the oldest and largest private multi-family office headquartered on the West Coast and has been serving Nevada since 1995. Whittier Trust’s wealth management platform serves over 350 families and 30 foundations throughout the U.S. with over $12 Billion in assets. WTC-NV offers a Nevada Trust Situs with greater flexibility, optimal tax savings and maximum protection in their financial and estate planning. With an industry leading client-to-advisor ratio of 20-to-1, Whittier’s areas of expertise include Investment Management, Trust Services, Family Office, Philanthropic Advisory Services, Investment Consulting, and Real Estate & Energy. WTC has offices in Los Angeles, San Francisco and Orange County. WTC-NV has offices in Reno, Seattle and Portland. To learn more, visit http://www.whittiertrust.com.
About Certified Financial Planner Board of Standards Inc. (CFP Board):
The CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 80,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
The CFP® and CERTIFIED FINANCIAL PLANNER™ marks identify individuals who have met the rigorous experience, education, ethical and examination requirements of the CFP Board. Those individuals have successfully completed financial planning coursework, have passed the CFP® Certification Examination and have proven competency covering the areas of the financial planning process; insurance planning and risk management; investment planning; tax planning; retirement and employee benefits; and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.