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CLEARFIELD – CNB Bank’s Eric Johnson, CTFA and vice president of wealth & asset management, earned his Certified Financial Planner CFP® designation in November, announced Steve Shilling, executive vice president of CNB Private Client Solutions.
The CFP certification is recognized in the United States and a number of other countries for its high standard of professional education, stringent code of conduct and standards of practice, and ethical requirements that govern professional engagements with clients.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill several requirements, which include the completion of an advanced college-level course of study addressing financial planning subject areas, such as insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning and estate planning.
In addition, they must have at least three years of full-time financial planning-related experience; attain a Bachelor’s degree from a regionally-accredited United States college or university; agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals; as well as pass the comprehensive CFP® Certification Examination.
“Eric has continued to advance his education in his field to provide a better understanding of investment options to help clients achieve their individualized financial goals,” said Shilling.
“Earning his CFP® credentials is a major accomplishment for Eric and demonstrates a tremendous dedication to the industry and his clients.”
In his capacity, he is primarily responsible for business development, trust and estate administration, financial planning and managing relationships with wealth and asset clients.
He is also a graduate of the CNB Leadership Institute in the class of 2017.
A native of Clearfield, Johnson graduated from the Clearfield Area High School in 2000. He received his Bachelor of Science degree in economics from Allegheny College in 2004.
He continued his education and attained his Masters of Business Administration (MBA) from St. Francis University in 2009.
In 2012 Johnson earned the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association, in Washington, D.C.
He was also named to Pennsylvania Business Central’s list of Foremost Under 40 in 2014.
Johnson currently resides in Curwensville with his wife, Tracy, and their children, Maci and Broc Heitsenrether and Tucker and Grace Johnson. He is a member of the St. John Lutheran Church of Clearfield, where he serves as treasurer.
Johnson is the Curwensville High School assistant varsity basketball coach. He also volunteers for the annual King of the Mountain bike race to raise funds for the local Habitat for Humanity, is a board member of the Clearfield Soccer Association and treasurer of the Clearfield Bison Alumni Association.