Brad O'Loughlin Passes CFP® Examination

Shannon Nelson |

Congratulations to Brad O'Loughlin, Financial Planning Associate, for passing the CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Examination in November 2016! 

The CFP® Certification Examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose the financial planning issues and apply one’s knowledge to the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Well done, Brad!