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Congratulations Sam Hopkins, CFP®!
We are pleased to announce that Cambridge Wealth Advisor Sam Hopkins has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNERTM and CFP® certification marks. Sam has worked at Cambridge Capital Management since 2016 and plays an integral part in helping manage the financial lives of many Cambridge clients.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:
- The Financial Planning Process
- Risk Management
- Investments
- Tax Planning & Management
- Retirement & Employee Benefits
- Estate Planning
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.
At Cambridge, our sole focus is bettering the lives of the clients we have the privilege to serve and we will continue to make advancements – whether educational or technological -- to ensure we are doing so. Please join myself and the entire firm by saying Congratulations Sam Hopkins, CFP®!
CAMBRIDGE GETS SOCIAL
In an effort to keep clients and friends in the loop Cambridge is getting social, media that is. You’ll notice the various social links below, please like or follow us on whichever channel you prefer. Our goal is to provide you with timely information whether it is via our blog or social channels. We’ll try our best to keep you updated as best that we can.
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