CNB Bank’s Eric Johnson, CTFA and Vice President of Wealth & Asset Management, achieved his CERTIFIED FINANCIAL PLANNERTM, CFP® certification in November 2017 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, complete 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.”
As Vice President, Eric 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 Class of 2017.
A native of Clearfield, Eric graduated from Clearfield Area High School in 2000 and 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 Saint Francis University in 2009. In 2012 Eric 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, DC. He was also named to Pennsylvania Business Central’s list of Foremost Under 40 in 2014.
Eric 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 St. John Lutheran Church of Clearfield where he serves as treasurer. Eric is the Curwensville High School Assistant Varsity Basketball coach, 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.
Based on strong, traditional values, CNB Bank is dedicated to being the premier financial services provider in the area, focused on the changing needs of people and business in our communities by providing the highest quality service.