BRYN MAWR, Pa., Aug. 4, 2016 /PRNewswire-USNewswire/ -- With an Ivy League education, an MBA in finance and management, and more than a decade of experience already under his belt, it seemed Lindsay Waltower was already on the path to a very successful career in the financial services profession.
But Waltower, who lives and owns a comprehensive philanthropic and wealth advisory firm in Atlanta, looked at the careers of those in his field whom he respects and saw something was missing. "The people in the financial and insurance industries I admire the most have professional and academic credentials," he said. "To truly provide tangible proof of my commitment to the financial and philanthropic well-being of my clients I needed to take that next step."
So, as a military veteran utilizing a scholarship he received from The American College of Financial Services, Waltower earned the Chartered Advisor in Philanthropy® (CAP®) designation in 2015 and is on track to complete the Chartered Financial Consultant® (ChFC®) program in 2017.
The CAP® designation helps advisors help clients advance charitable giving in their communities. The ChFC® is an advanced financial planning program that trains advisors to handle a wide variety of modern financial topics.
Since starting the programs, Waltower says his career and, more importantly, his clients have benefited greatly.
"I feel the knowledge and wisdom I've gained through the CAP® and ChFC® programs have given me the ability to separate the 'why' from the 'how' questions," said Waltower, founder of Waltower Philanthropic Advisors. "I feel more empowered. And my clients can be confident I have studied, served and contributed to non-profit organizations and individual donors with integrity, respect and long-term legacies in mind."
Waltower will share much more of his story later this month as a presenter at a seminar hosted by The American College of Financial Services titled "Navigating the New World of Financial Services." The four-hour seminar is designed to help all financial services professionals enhance their businesses and improve client relationships.
The event is scheduled for Aug. 23 at the Sheraton Atlanta Hotel Downtown from 1 to 5 p.m., followed by a cocktail reception.
Waltower will talk about the importance of continuing education in today's competitive financial environment, and how his recent studies have helped shape his career.
"They have basically laid a foundation for the work I want to do the rest of my life," he said, adding that the CAP® program has been particularly rewarding. "When you're putting together a charitable trust or foundation, you're talking about putting real resources into helping an organization. That's not only going to help a non-profit, it's also going to help that family moving forward from generation to generation. That's powerful."
For more information about the seminar, visit alumni.theamericancollege.edu/live-events/atlanta-live.php.
About The American College of Financial Services
The American College of Financial Services is the nation's largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others since 1927. The American College faculty represents some of the financial services profession's foremost thought leaders. For more information, visit TheAmericanCollege.edu.
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SOURCE The American College of Financial Services