Kathleen L. Schirling
802.660.1363 Fax: 802.660.1577
BURLINGTON, VT – People’s United Bank recently announced that Zuzana Brochu, CFP® of People’s United Wealth Management received her Certified Business Exit Consultant® designation.
People’s United Bank has been supporting local business owners through a variety of financial products and services, ranging from commercial lending to business services, wealth management, and beyond. To continue the strong commitment to business owners, Zuzana Brochu of the Wealth Management Department recently earned her Certified Business Exit Consultant® designation.
“We recognize that business owners work hard for many years to grow a successful business. The transition out of owning a business and into retirement is a major milestone – one that needs to be carefully planned,” Zuzana Brochu said. As a financial planner and a business exit specialist, Zuzana has the qualifications and the experience to work with business owners on their transition plans. She goes well beyond working through the various business exit options; she delves into issues such as mental and financial readiness, family legacy, business continuation goals, and others. Zuzana brings together retirement planning and business succession planning in a way that allows business owners to see their financial picture in its entirety. “My goal is to make business owners even better equipped to make informed financial decisions for themselves, their businesses, and their families,” said Brochu.
About People’s United Bank
People’s United Bank is a subsidiary of People’s United Financial, Inc., a diversified financial services company with $39 billion in assets. People’s United Bank, founded in 1842, is a premier, community-based, regional bank in the Northeast offering commercial and retail banking, as well as wealth management services through a network of nearly 400 retail locations in Connecticut, New York, Massachusetts, Vermont, New Hampshire and Maine.