CONTACT: Terry Jannsen, CPA, CFP, Jannsen & Co., S.C., (262) 513-9292
Pewaukee, Wis. – Terry Jannsen, CPA and President at Jannsen & Company, has earned accreditation as a Certified Financial Planner from the Certified Financial Planner Board of Standards.
Jannsen, who practices exclusively in wealth management at Jannsen & Company, earned the certification by completing a rigorous educational process that regularly spans two years. The final step was passage of the CFP® Certification Examination covering the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. The exam has a typical success rate of just more than 50 percent.
Jannsen is part of a very select group of financial planning professionals recognized by the CFP Board, a national organization based in Washington, D.C. Professionals accredited as Certified Financial Planners meet stringent experience requirements, and 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.
The certification adds to a lengthy list of professional and personal achievements for Jannsen, a shareholder at Jannsen & Company since 1994. He received the Don Richards Leadership Award in 2008 from the Waukesha County Chamber of Commerce after a decade of service on its board and as chairman. The Pewaukee Chamber of Commerce named him its Person of the Year in 2009. Jannsen is a board member and treasurer of the Humane Animal Welfare Society, Waukesha, and serves in board and advisory roles for other civic groups.
Jannsen, a Certified Public Accountant since 1987, is a 1986 cum laude graduate of the University of Wisconsin-Whitewater. He has taught at several area colleges, and previously served on the Peer Review Committee for the Wisconsin Institute of Certified Public Accountants.
Founded in 1975, Jannsen & Company is a full-service certified public accounting and business resources firm with more than 30 professionals and employees. Besides a full range of CPA and payroll processing services, Jannsen & Company advises businesses on information technology, wealth management and human resources.