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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

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Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

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Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

John-Mark Young Earns Chartered Financial Consultant (ChFC®) Designation

Writer's picture: Whitaker MyersWhitaker Myers
5 days ago2 min read

Whitaker-Myers Wealth Managers is proud to announce that John-Mark Young has recently earned the prestigious Chartered Financial Consultant (ChFC®) designation from the American College of Financial Services. This significant achievement highlights John-Mark’s dedication to expanding his expertise and furthering his ability to serve clients with a wide range of financial planning needs.


The ChFC® designation is one of the most comprehensive financial planning credentials in the industry. It requires completion of a rigorous curriculum that covers essential topics such as retirement planning, estate planning, insurance, taxation, investment strategies, and more. Earning this designation reflects John-Mark’s commitment to providing his clients with advanced, holistic financial solutions tailored to their individual goals.


As a Financial Advisor with Whitaker-Myers Wealth Managers, John-Mark brings years of experience and a deep passion for helping individuals and families navigate the complexities of financial planning. In addition to his ChFC® designation, he holds several other notable certifications, including the Certified Kingdom Advisor (CKA®) designation, Retirement Management Advisor (RMA®) certification, the Retirement Income Certified Professional (RICP®), the Advanced Certificate in Blockchain and Digital Assets, and the National Social Security Advisor (NSSA®) certification. This diverse skill set uniquely positions him to assist clients in planning for their futures with confidence and clarity.


“Obtaining the ChFC® designation is a milestone that underscores John-Mark’s unwavering dedication to continuous learning and excellence in financial planning,” said Timothy Hilterman, Chief Financial Planning Officer at Whitaker-Myers Wealth Managers. “His ability to combine technical expertise with a genuine passion for helping clients achieve their financial goals is what makes him an invaluable asset to our team.”


Obtaining the ChFC® designation, with its emphasis on retirement planning, enables John-Mark to more effectively assist Dave Ramsey listeners who value a debt-free lifestyle and a secure retirement. By integrating retirement strategies with Ramsey's principles, John-Mark aids these clients in crafting personalized plans that foster long-term wealth while staying true to their core values.


The ChFC® designation enhances Whitaker-Myers Wealth Managers' dedication to upholding exceptional professionalism and client service standards. Clients partnering with John-Mark can trust they are receiving guidance supported by the most current financial planning knowledge and best practices.


John-Mark serves clients throughout Ohio, Florida and beyond, helping them build, preserve, and manage their wealth for generations to come. Congratulations to John-Mark Young on this outstanding accomplishment

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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

​

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

​

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

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