San Diego, CA, April 23, 2011 --(PR.com
)-- Ellen Li, MSBA, CFP®, Financial Advisor at Financial Alternatives, Inc. in La Jolla, (CA) has earned the CFP® and Certified Financial Planner™ marks in accordance with CFP Board certification and renewal requirements.
These marks identify that Ellen has met the rigorous experience (minimum 3 years financial planning experience) and ethical requirements of the CFP Board, successfully completed financial planning coursework, and 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. She must also 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.
“Receiving the CFP® mark is an honor and a responsibility that reinforces my values as a financial advisor. I believe that every advisor should demonstrate a level of competence and ethics beyond what the CFP board mandates. It is great to work at a firm that values the CFP program as much as I do -- Financial Alternatives, Inc, requires that every client advisor have this mark or be working toward it,” said Ellen.
Obtaining the mark is only the educational foundation of an advancing career; Ellen knows that as any professional, keeping up with ever changing investment products, tax laws, and planning strategies is critical to serving clients’ best interests.
Ellen has worked at Financial Alternatives, Inc. since May of 2010 and is involved in both financial planning and investment management divisions of the firm.
About Financial Alternatives, Inc.
Financial Alternatives provides wealth management services to successful individuals and families - collaborating with CPAs, attorneys, and insurance brokers to create unique solutions. Services are offered on a fee-only, fiduciary basis; advisors always act in the client’s best interest.
About CFP Board
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 61,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.