Another Creekside Financial Advisor Earns the Coveted Certified Financial Planner™ Certification
Cleveland, OH, February 01, 2014 --(PR.com
)-- Cleveland-based Creekside Financial Advisors, LLC is proud to announce that Jessica Silver, a client manager at the financial services firm, has earned the demanding CERTIFIED FINANCIAL PLANNER™ certification.
The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards. Candidates must meet education, experience, examination and ethics requirements to qualify to use the coveted designation.
At Creekside, Ms. Silver devotes her time to helping the firms’ clients work toward their life goals through the proper management of their financial resources. Her process often includes many of the following subject areas:
- Financial statements preparation and analysis
- Insurance planning and risk management
- Employee benefits planning
- Investment planning
- Income tax planning
- Retirement planning
- Estate planning
“I’m really excited about earning the prestigious title of CERTIFIED FINANCIAL PLANNER™ practitioner. While my title has changed, my devotion to helping our clients meet their personal financial goals has not. I’m in the business because it enables me to provide people with the tools they need to relax when it comes to their financial affairs and enjoy life rather than constantly worry about it,” said Ms. Silver.
“Jessica is a star. She feels a tremendous personal responsibility to provide our clients with the smartest and most current information to enable them to make great financial decisions. She’s a self-starter that’s devoted the long hours needed to earn her CFP® because she understands how the rigorous coursework will help her be a better planner,” said Nan Cohen, CEO, Creekside Financial Advisors.
About Creekside Financial Advisors, LLC
Located in Cleveland, OH, Creekside Financial Advisors, LLC is a financial services firm dedicated to delivering customized, lifelong financial plans developed based on an individual’s business and personal objectives. Ms. Silver and her colleagues are devoted to serving their clients’ lifelong financial planning needs. Their loyal client base of physicians, attorneys, senior business executives and retirees appreciate the hands-on, personal approach to planning for their future. Registered Representatives offer securities through Securities America Inc., member FINRA/SIPC. Investment Advisor Representatives offer financial advice through Securities America Advisors Inc. Creekside Financial Advisors LLC and Securities America companies are separate entities. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or advisor regarding your specific situation.