Congratulations, Brad!

Shannon Nelson |


Congratulations to Financial Planning / Client Relationships Associate Brad O’Loughlin, CFP®, ChFC® on becoming a CERTIFIED FINANCIAL PLANNER™ professional.

The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. Brad completed the CFP® examination in 2016 and has fulfilled the work experience requirements this year. We are proud of Brad’s hard work and accomplishments!

The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).