Aileen Bost is an Investment Advisor Representative working at Cm Wealth Advisors LLC in Beachwood, OH and has 1 year of experience in the finance industry. Aileen Bost has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Aileen Werklund
Partner, Sr. Client Service Director
CM Wealth Advisors
United States, Ohio, Cleveland
About Me
Profile Information
Partner, Sr. Client Service Director
CM Wealth Advisors
Investment Team
Investor
Multi-Family Office
Cleveland
Ohio
United States
Jul 24, 2024
More profiles to browse
NB
Neal B. Colby
Chief Financial Officer, Chief Compliance Officer, Director of Operations, Member and Chief Financial Officer at CM Wealth Advisors
Cindy Resch
Sr. Investment Strategist at CM Wealth Advisors
JW
Jim Wert
Chairman, Managing Board & Senior Client Advisor
DM
Douglas McCreery
Chief Executive Officer & Managing Member
You Might Like
PG
Patricia Gee
Operations
Manhattan Family Office
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc