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!