Christopher Brooks Earns CERTIFIED FINANCIAL PLANNER™ Designation


Join us in congratulating Christopher Brooks, our Wealth Planner, who recently earned his CERTIFIED FINANCIAL PLANNER™ certification. The professional certification formally recognizes advisors who have completed education, exams, and ongoing requirements in various financial planning areas. It is a highly regarded credential in financial planning because of the fiduciary and ethical standards it represents.

The CERTIFIED FINANCIAL PLANNER™ designation holds great importance to us as a firm, as it represents a high standard of excellence and expertise in the field of financial planning. We hold our advisors to this rigorous requirement, ensuring that those who lead client relationships and provide investment advisory services earn this designation.

This remarkable achievement is a testament to Christopher’s unwavering dedication to his profession and his commitment to providing the highest standard of financial planning services to our valued clients. We are confident that his commitment to client success will continue to make a significant difference in the lives of those he serves.

Learn more about Christopher, in his recent employee profile: https://bit.ly/424kHxM

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