Professional

I joined Northwestern Mutual in October of 2008 and have a decade of experience in the financial services industry.  I began my career as a financial representative after graduating with a Bachelor’s degree in finance and economics from the AACSB  accredited School of Management at Marist College.  In 2011, I transitioned into being a financial advisor.  I continued my studies and expertise by becoming certified in financial planning, and obtained my CFP®  designation along with my CLTC designation.

Currently, I hold my series 7, 66, 63, 6 and 26 securities licenses, along with the life, accident, and health insurance licenses.  I have my CFP®  and CLTC designations.

Professional Designations

Ed Gurka has earned his CERTIFIED FINANCIAL PLANNER™ designation, holds a CLTC designation for Long Term Care Planning and has a Bachelor of Science in Finance and Economics from Marist College. 

CFP®
CERTIFIED FINANCIAL PLANNER™
Experience, Knowledge and Ethical Advice.

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The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

CLTC
Certified in Long Term Care

The Certified in Long Term Care (CLTC) designation is one of the most extensive educations available for financial professionals in the field of long-term care insurance.  Graduates of the CLTC designation program from the Corporation for Long-Term Care Certification, Inc. have completed a multidisciplinary curriculum with a detailed concentration on essential information involved in the sale of long-term care insurance.  The program, acknowledged by state regulators as an appropriate continuing education means, is a valuable resource for financial professionals desiring to remain up-to-date on industry trends.

Edward T Gurka III, CFP®, CLTC

Managing Director

 

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