We extend a special congratulations to our colleague, Kathleen Warren, for achieving the CERTIFIED FINANCIAL PLANNER™ certification. By achieving the CFP® certification, Kathleen has demonstrated her commitment to financial planning services as a fiduciary, the profession’s highest ethical and professional standard. Kathleen has worked long and hard to achieve this goal and we again congratulate her on this accomplishment.
May 25, 2017
Kathleen Warren Achieves CERTIFIED FINANCIAL PLANNER™ certification