Broker Check
Dave Martin earns his CERTIFIED FINANCIAL PLANNER™ designation

Dave Martin earns his CERTIFIED FINANCIAL PLANNER™ designation

April 28, 2019
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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!