Germantown Hills, IL – Brandon J. Shaw from MassMutual Pittsburgh, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC). His office is 413 Jubilee Lane Germantown Hills, IL 61548.
Born and Raised in Pittsburgh, PA, Brandon is a graduate of Indiana University of Pennsylvania and holds degrees in Finance, Economics and Accounting from that institution. He studied the CFP program at Stockton University and is currently enrolled in the Master of Science in Financial Services program at The American College.
The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP® designation is available to actively practicing attorneys (JD) and Certified Public Accountants (CPA); or those currently designated as a Chartered Life Underwriter® (CLU®); Chartered Financial Consultant® (ChFC®); Certified Financial Planner (CFP®); Chartered Financial Analyst (CFA); Certified Private Wealth Advisor® (CPWA®); Chartered Advisor in Philanthropy® (CAP®); Certified Specialist in Planned Giving (CSPG); or Certified Trust & Financial Advisor (CTFA).
It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.
The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.
About MassMutual Pittsburgh
MassMutual Pittsburgh has been serving the Pittsburgh area since 1876. The agency focuses on holistic financial planning services that offers comprehensive strategies to individuals, families and businesses to help develop broad-based financial security.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory Office: Six PPG Place, Suite 600, Pittsburgh, PA 15222, Phone: 412-562-1600.
MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. MassMutual offers a wide range of financial products and services, including life insurance, disability income insurance, long term care insurance, annuities, retirement plans and other employee benefits. For more information, visit www.massmutual.com.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies.