You may recall the announcement we made a few months ago regarding Wealth Advisor Matt Hawk’s completion of the requirements to earn his CERTIFIED FINANCIAL PLANNER™ designation. Well, we’ve since added yet another CFP® practitioner to the office. We’d like to congratulate Associate Wealth Advisor Zach Joiner on achieving the designation of CERTIFIED FINANCIAL PLANNER™! Zach passed the CFP® board exam this past March.
The CERTIFIED FINANCIAL PLANNER Board of Standards mandates a strict and demanding set of requirements in order to achieve this recognition. The practitioner must pass a rigorous exam focused on topics that include: general financial planning principles, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, estate planning and professional conduct and regulation. The CFP® designation is widely known as the standard of excellence in the financial planning industry and requires CFP® professionals to complete continued education throughout their career in order to evolve with the changing demands that the industry presents.
Zach hopes his dedication to furthering his knowledge can provide our clients with added confidence in dealing with Cambridge. At Cambridge we strive to have the most well trained team possible, so we can continue to offer our clients exceptional financial guidance.
Congratulations to Zach Joiner, CFP®!
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