New Hartford financial adviser earns designation | Daily Sentinel – Rome Sentinel

NEW HARTFORD — Michael Frederick Marchio, a financial adviser with Northwestern Mutual, 19 Campion Road, was awarded the chartered financial consultant designation by the American College of Financial Services.

The designation allows advisers to use a holistic approach to planning by considering tax, estate, retirement and investment perspectives when approaching the overall financial plan. The chartered financial consultant program is valuable for a financial adviser to go through as it emphasizes multiple aspects of financial planning and allows the advisor to see the client’s scenario through multiple lenses, the announcement said.

“I am excited to have earned the designation and plan to use knowledge gained from the program to serve both new and existing clients in the most effective manner possible,” Marchio said.

For additional information on Marchio and Northwestern Mutual, go online to www.michaelmarchio.nm.com.