Dave Martin earns his CERTIFIED FINANCIAL PLANNER designationSubmitted by Prosperity Advisors on April 28th, 2019
by Angela Brill
We are happy to announce that Dave Martin has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Earning the CFP® designation signifies that an advisor has mastered a comprehensive and rigorous curriculum covering 72 Principal Knowledge Topics under the categories of Investment Planning, Tax Planning, Retirement Planning, Estate Planning, Insurance Planning, Financial Management and Education Planning. The CFP® requires continuing education, examination, experience, and adherence to a strict code of ethics. All CFP®s are bound by the fiduciary standard, which we firmly support. Our company is dedicated to excellence, credentialing and fiduciary status – all things that our clients deserve.
In getting his designation, Dave joins advisors Paul Ewing, Angela Brill, William Easley and Joel Morrison as CFP® advisors. Congratulations, Dave!