Scott Sanford

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Professional

Scott Sanford has been part of the Northwestern Mutual Financial Network since 2001.


Scott Sanford has earned the CERTIFIED FINANCIAL PLANNERTM  designation.  Certified Financial  Planner Board of Standards Inc. awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.that include the following: 

 

 Education - CFP® practitioners develop theoretical and practical financial planning knowledge by completing a comprehensive course of study.

Examination - CFP® practitioners must pass a comprehensive two-day, 10-hour CFP® Certification Examination that tests their ability to apply their financial planning knowledge in the general principles of financial planning, insurance and risk management, employee benefits, investments, income tax, retirement and estate planning.

Experience - CFP® practitioners must have a minimum of three years' experience working in the financial planning process prior to earning the CFP® mark.

Ethics - CFP® practitioners must pass an ethics review and agree to abide by a strict code of conduct that states that CFP® practitioners are to act with integrity, offering professional services that are objective and based on client needs.

 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™, and federally registered CFP® (with flame design) in the U.S. which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.


Scott Sanford has earned the
Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations from the American College in Bryn Mawr Pennsylvania.

 

The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.

The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Education

  • Bachelors Degree (BS/BA) in Electrical Engineering from Colorado School of Mines

Awards and Recognition

Scott SanfordMDRT is a member of the Million Dollar Round Table (MDRT), the premier association of financial professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

  • Million Dollar Round Table Qualifying Member: 2006-2010
  • National Sales Achievement Award: 2005-2006
  • National Quality Award: 2004-2010

Associations and Memberships

NAIFA Scott Sanford is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.