ASI Wealth Management (ASI) is pleased to announce that Michael Bird, Client Advisor in ASI’s Bend office, has successfully passed the Certified Financial Planner™ exam, achieving the esteemed CFP® designation. 

The CFP® designation is widely recognized as the pinnacle of excellence in the financial planning field, signifying a high level of proficiency and dedication. The CFP® curriculum includes in-depth training in each of the following categories: Professional Conduct and Regulations, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning and Psychology of Financial Planning.  

Michael’s attainment of the CFP® certification underscores his unwavering commitment to excellence and professionalism. Beyond credentials, Michael exemplifies the qualities of an exceptional advisor, blending technical acumen with interpersonal skills and a steadfast dedication to ethical conduct. His pursuit of continued education and adherence to industry best practices position him as a trusted resource within his network. 

“We congratulate Michael on this significant achievement,” said Randy Miller, President at ASI. “His dedication to professional development reflects our firm’s commitment to delivering top-tier financial guidance to our clients.” 

For more information about ASI Wealth Management and its services, visit www.asiwealthmanagement.com.