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Aileen Werklund

Partner, Sr. Client Service Director

CM Wealth Advisors

United States, Ohio, Cleveland

About Me

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.

Profile Information

Partner, Sr. Client Service Director

CM Wealth Advisors

Investment Team

Investor

Multi-Family Office

Cleveland

Ohio

United States

Jul 24, 2024

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