FORT WAYNE, IN – Isaac Berg, a financial advisor with Howard Bailey Financial, has officially earned the Certified Financial Planner® (CFP®) designation, a highly regarded certification within the financial services industry. This achievement represents the culmination of years of rigorous study, extensive experience, and a commitment to adhering to the highest ethical standards.

The CFP® designation is recognized as the gold standard for financial planning. With fewer than 20% of financial professionals in the United States hold this certification*, making it a rare and significant accomplishment. In fact, less than 1% of the United States holds the distinction**. Earning the CFP® credential demonstrates mastery of comprehensive financial planning topics, including retirement, tax strategies, estate planning, and investment management.

“Achieving the CFP® designation is not just about meeting technical standards—it’s about a deep commitment to helping clients reach their financial goals with integrity and experience,” said Berg. “I’m proud to provide a level of service and professionalism that aims to give my clients confidence in their financial futures.”

Berg has been with Howard Bailey since 2021, helping individuals, families, and businesses create tailored financial strategies. This latest achievement enhances his ability to provide in-depth guidance that aligns with clients’ values and long-term goals.

“Our team is thrilled to celebrate Isaac’s accomplishment,” said Marshal Johnson, CFP® and Vice President & Senior Financial Advisor. “The CFP® designation reinforces our firm’s dedication to excellence and demonstrates our commitment to providing unparalleled service.”

Berg is part of Howard Bailey’s 16-person advisory team working in tandem with an 8-person client services team.

* https://www.accounting.com/certifications/certified-financial-planner/

** https://www.cfp.net/why-cfp-certification/the-standard-of-excellence

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 2024.*** Howard Bailey Financial became the Official Wealth Management Partner of Notre Dame Athletics in 2023.****

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

***The rating referenced was given on September 28, 2024, and is based on public vote from July 6-28, 2024; September 30, 2023, and is based on public vote from July 8-30, 2023; September 25, 2022, and is based on public vote from July 10-31, 2022; September 19, 2021, and is based on public vote from July 11 – August 8, 2021; and September 20, 2020, and is based on public vote from July 12 – August 6, 2020. The rating was created, tabulated, and presented by Fort Wayne Newspapers. This award recognizes companies based on popular vote. Howard Bailey Financial did not pay to participate in the rating process but did cover the cost for the award badging to market this recognition. For more details, please visit: www.fortwayne.com/ReadersChoice-faq 

****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.  

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Registration as an investment adviser does not imply any level of skill or training. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

©2024 HOWARD BAILEY FINANCIAL, INC.  

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