Designations: CFP

About the Designation

CFP® is the highest standard in the industry for financial planning credentials. CFP® certification requires meeting rigorous professional standards including:

completion of a CFP® Board Certified education program
passing a comprehensive examination
fulfilling three years of full-time industry relevant work experience
complying with the CFP® Board Code of Ethics
ongoing, yearly continuing education.

Below are all of the team members with the CFP designation

Bill Ramsay

Chad Smith

Allison Berger

Will Holt

Mike Eklund

Cameron Hendricks

Grace Kvantas

Grayson Blazek

Haley Modlin

Darian Billingsley

Christian Polanco

Garrick King

Niamh Douglas