JVL Wealth Strategies partner earns esteemed certification, reflecting dedication to client service

JVL Wealth Strategies today announced that partner Matt Kunnen has earned the Certified Trust and Fiduciary Advisor (CTFA) professional certification from the American Bankers Association (ABA).

ABA Professional Certifications promote the highest standards of performance in the financial services industry by validating individuals’ knowledge and expertise.

The CTFA certification is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA certification, individuals must have certain levels of experience and education in the trust profession, pass an exam, and agree to abide by a code of ethics. The CTFA exam covers multiple areas including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics.

“Earning the CTFA certification reinforces my commitment to providing our clients with the highest level of expertise and service,” Kunnen said. “Our clients’ success remains our team’s top priority and the thorough process of earning this certification enables me to deliver even more tailored and effective strategies to help them achieve their long-term financial goals.”

Kunnen joined JVL Wealth Strategies in 2013 after beginning his professional career working as an investment consultant for a national brokerage firm. He graduated Summa Cum Laude from Cornerstone University with degrees in Finance and Business Management. Kunnen also holds the Chartered Financial Analyst ® (CFA®) and Certified Financial Planner (CFP®) designations. He previously served on the board and as Treasurer for the CFA® Society of West Michigan.