Clayton Wealth Partners’ Zac Pohlenz Is Awarded CFP(R) Certification

When Zac Pohlenz received news that he had passed the exam for the CERTIFIED FINANCIAL PLANNER™ (CFP®) credential, he saw it as a culmination of an ambition that began in college.

Back as a freshman at Kansas State University, Pohlenz decided that he would pursue personal financial planning. Possessing an aptitude for personal finance and a desire to help people, he threw himself into the world of financial services. 

The CERTIFIED FINANCIAL PLANNER™ certification is one of the most highly regarded designations in the financial advice industry. It emphasizes a client-centered, comprehensive education that requires CFP® certificants to be well-versed in the following areas:

· Personal Conduct and Regulation

· General Principles of Financial Planning

· Education Planning

· Risk Management and Insurance Planning

· Investment Planning

· Tax Planning

· Retirement Savings and Income Planning

· Estate Planning

· Financial Plan Development

The credential also emphasizes experience and ethics, including a fiduciary duty to put clients’ best interests first.

“We require our Wealth Advisors to have the CFP® certification for these reasons,” said Clayton Wealth Partners founding partner Randy Clayton, CFP®, CLU®. “Its stringent requirements mean that CFP® practitioners are well-versed in the ethics of serving as a fiduciary. And the education teaches them how to build truly comprehensive financial plans based on each client’s goals.”

Pohlenz spent the past two years working toward the CFP® certification. His coursework was capped by a rigorous six-hour exam in November 2019 to test his ability to apply financial planning knowledge to real-life situations. He is the sixth member of our team to earn the CERTIFIED FINANCIAL PLANNER™ mark.

In addition to the CFP® credential, he has a Bachelor of Science in personal financial planning from Kansas State University. He and his family live in Topeka.