The Current Banking Headlines And Preparing For The Unknowns In Life
March 20, 2023
Congratulations Dalton Powers, CFP®!
We are proud to announce that our Associate Wealth Advisor, Dalton Powers, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER® and CFP® certification marks. Dalton has been with Cambridge Capital Management since 2021 and plays a key role in helping manage the financial lives of many Cambridge clients.
Earning the CFP® certification requires meeting rigorous education, examination, experience, and ethical standards established by the CFP Board.
To become a CFP® professional, Dalton completed extensive financial planning coursework and successfully passed the CFP® Certification Examination, which covers key areas including:
- The Financial Planning Process
- Risk Management
- Investments
- Tax Planning & Management
- Retirement & Employee Benefits
- Estate Planning
The CFP® certification represents one of the highest standards in the financial planning profession and requires ongoing continuing education to ensure professionals continually sharpen their expertise in a constantly evolving industry.
At Cambridge, our mission remains centered on improving the financial lives of our clients through thoughtful planning and continuous professional development. Dalton’s accomplishment further strengthens our commitment to that mission. Please join us in congratulating Dalton Powers, CFP®, on this outstanding achievement.
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