We are proud to announce that Zechariah Montera and Tucker Woods have attained their CFP® certification, the gold standard in financial planning, and are now authorized by the CFP Board to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks. They have been valuable members of our team for years and have continued to improve their knowledge and skills for the benefit of Fross and Fross Wealth Management and our clients.
The CFP® certification marks identify individuals who have met the rigorous experience and ethical requirements set by the CFP Board. This includes completing financial planning coursework at an accredited institution and passing a comprehensive 6-hour exam covering areas such as Professional Conduct, General Principles of Financial Planning, Risk Management, Investment Planning, Tax Planning, Retirement Planning, Estate Planning, and Psychology of Financial Planning.
As Fiduciaries, CFP® professionals commit to acting in the best interests of their clients at all times and uphold the CFP Board’s Code of Ethics, Rules of Conduct, and Financial Planning Practice Standards.
The CFP Board is the professional body for personal financial planners in the U.S., with nearly 100,000 certified professionals. It focuses on advancing the financial planning profession for the public’s benefit through standards, certification, and research.
For more information about the CFP Board, visit www.CFP.net.
Disclosures: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. For more about CFP Board, visit www.CFP.net.