We have another CFP® here at Harbor!
Jennifer Baham recently passed the CFP board exam and holds the CERTIFIED FINANCIAL PLANNER™ designation. She joined Harbor in 2015 and is a Client Service Manager.
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.