APPLETON, WI — September 1, 2026 — Zuleger Advisors, Inc. is pleased to announce that John D. Zuleger, CLU®, CAP®, ChHC®, REBC®, RHU®, FICF, LUTCF®, FSS®, CLTC®, has earned the Chartered Advisor in Philanthropy® (CAP®) designation through The American College of Financial Services.
The CAP® designation is a distinguished professional credential recognizing expertise in philanthropic planning, legacy planning, tax strategies, and financial planning related to charitable giving. Earning the designation reflects Zuleger’s commitment to helping individuals and families thoughtfully integrate charitable giving into their overall financial and legacy plans.
“Earning the CAP® designation further strengthens my ability to help clients navigate the opportunities and complexities associated with charitable giving and legacy planning,” said John D. Zuleger. “Philanthropy is about more than giving—it is about helping individuals and families create a lasting impact on the people, organizations, and communities they care about.”
Through the CAP® curriculum, Zuleger gained specialized knowledge designed to help clients make informed decisions about charitable giving while considering their broader financial goals, tax considerations, family priorities, and desired legacy.
“John is a lifelong learner and a disciplined professional who is willing to do the extra work to make a difference in the lives of his clients,” said Nelson Griswald, President of NextGen Benefits. “His commitment to continuing education and professional excellence reflects the same dedication he brings to every client relationship.”
CAP® professionals receive their education through The American College of Financial Services, an accredited institution with nearly 100 years of academic excellence. The College is dedicated to delivering applied financial knowledge and education, promoting lifelong learning, and advocating for ethical standards that benefit society.
With the CAP® designation, Zuleger Advisors is further equipped to help individuals and families explore strategies for making a meaningful difference through charitable giving while aligning their philanthropic objectives with their broader financial and legacy goals.
About Zuleger Advisors, Inc.
Zuleger Advisors, Inc. is dedicated to helping individuals, families, and businesses pursue their financial goals through comprehensive planning and professional guidance. With an emphasis on long-term relationships, education, and personalized strategies, the firm helps clients navigate financial, retirement, insurance, estate, and legacy planning needs.
