Congratulations to Emily Lucero who recently passed the CFP board exam! Emily joined Harbor in April 2019 and is a Client Service Manager.
The CFP® certification is recognized as the highest standard in personal financial planning. 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 and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Join us in congratulating Emily!