Individuals who complete the educational materials, pass a final exam, agree to abide by the standards of Professional Conduct, and comply with self disclosure requirements earn the right to use the ADPASM mark.
David Neunuebel CFP, ChFC, CLU, CIMA of NEUNUEBEL BARRANTES WEALTH MANAGEMENT GROUP of Wells Fargo Advisors, LLC.
The Accredited Domestic Partnership Advisor Professional Designation Program addresses the unique planning needs of lesbian, gay, bisexual, and transgender (LGBT) individuals, as well as heterosexual couples who have chosen not to marry. Specifically covered are factors and situations that cause financial planning for domestic partners to be different from financial planning for legally married spouses, including wealth transfer, taxation, retirement planning, and estate planning issues; as well as alternative planning solutions for these situations.