We’re pleased to announce that Michele Martin has earned the distinguished Certified Financial Planner (CFP)® designation from the Certified Financial Planner Board of Standards. To earn the CFP® designation, applicants must have successfully completed rigorous 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. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Completing this requirement is one more measure of Michele’s professionalism, hard work, and commitment to fiduciary financial planning and to TrinityPoint Wealth. It’s a pleasure to celebrate this career milestone with her.