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Treinen earns Certified Financial Planner designation

Michael Treinen, a financial advisor with UBS Financial Services, Inc. in Boise, Idaho, has distiguished himself among his peers by attending the designation of Certified Financial Planner (CFP). Mike has met the advance requirements of the Certified Financial Planner Board of Standaars, Inc. and committed himself to using the best tools with which to help guide clients through all types of market conditions.

In order to achieve this designation, Mike undertook two years of diligent studying and course work to master nearly 100 integrated financial planning topics. The topics covered major planning areas such as: financial planning, insurance planning, employee benefits planning, investment planning, income tax planning, retirement planning and estate planning.

Mike graduated with the Sidney High School class of 2000 and received his bachelor of science in Computer Science and MBA from the University of Denver. Mike is the son of Tish and Steve Treinen.

 

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