Congratulations to Jordan Kunz, who has passed the CFP Board exam and achieved the CERTIFIED FINANCIAL PLANNER™ certification.
As a Wealth Manager at Harbor, Jordan is responsible for managing client portfolios, economic and investment research, and financial planning analysis.
CFP® certificants are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s certification requirements, including continuing education.
Please join us in congratulating Jordan on another significant accomplishment on top of his recent CFA success!
Posted in Harbor & Staff