Congratulations to Megan Foster who has passed the CFP Board exam and achieved the CERTIFIED FINANCIAL PLANNER™ certification. In addition to her new duties as CFP®, Megan is responsible for managing client portfolios, economic and investment research, and financial planning analysis.
The CFP® marks identify those individuals who have met the rigorous 6000 hours of 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.
Please join us in congratulating Megan on this significant accomplishment!
