Howard Bailey Financial is proud to announce that Financial Advisor Isaac Berg has successfully earned the Chartered Financial Consultant® (ChFC®) designation. The ChFC® is a respected credential in the financial industry, representing the completion of a comprehensive course of study covering basic aspects of financial planning, including insurance, taxation, retirement, and estate planning. It also addresses advanced areas such as behavioral finance, non-traditional family structures, and small business planning.

To earn this designation, Berg completed eight in-depth courses, each culminating in an examination. The coursework provided him with advanced knowledge and practical experience in financial matters, ensuring his ability to deliver sound financial advice. Additionally, maintaining the ChFC® designation requires ongoing continuing education, ensuring that designees remain at the forefront of the industry.

Commenting on how this achievement elevates his role at Howard Bailey, Berg said, "The major impact I think the ChFC® has on our clients comes in the form of heightened service; showing that our team loves education, and we want to strive toward being the best we can be as a firm. For clients, it serves them to have advisors who are hungry for education and want to better themselves. Then, we can help ensure they are receiving the best service and advice possible."

Marshal Johnson, CFP®, Vice President & Senior Financial Advisor at Howard Bailey Financial, congratulated Berg on this significant milestone, stating, "Isaac's dedication to continuous learning and his commitment to excellence are truly commendable. Achieving the ChFC® designation is a testament to his hard work. It further solidifies our dedication to creating a positive impact in the lives of our clients, team members, and community for the next 100 years and beyond."

Looking ahead, Berg is already focused on his next challenge: Earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. "After the CFP®, I will tackle different designations to better round out my knowledge as a comprehensive planner,” Berg said. “That way, I can better serve the families we work with as different scenarios are thrown my way.”

Howard Bailey Financial, Inc. was founded in Fort Wayne, IN, as Davenport Financial Services in 2002. The name changed in 2011 as a tribute to the grandfathers of the founder and CEO, Casey Weade. The mission of Howard Bailey is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. In 2017, Howard Bailey opened a second location in Mishawaka, IN, followed by the opening of the Perrysburg, OH, location in 2022. Also in 2022, Howard Bailey acquired Singer Financial in Brownsburg, IN, giving the independent retirement planning firm four locations in the region. Howard Bailey has been voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021, 2022 and 2023. Howard Bailey Financial became the Official Wealth Management Partner of Notre Dame Athletics in 2023.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved.  

University of Notre Dame and University of Notre Dame Athletics (“Notre Dame") are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure. 

Fort Wayne Newspapers Readers’ Choice Award in the category of Financial Advisors awarded on the basis of a public vote held online by Fort Wayne Newspapers.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Job Optional was a #1 Amazon best seller in Retirement Planning on 7/2/19, and a Wall Street Journal eBook Best Seller on 8/9/19. For more information on professional designations, visit finra.org/investors/professional-designations.

©2024 HOWARD BAILEY FINANCIAL, INC. 

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