San Luis Obispo, CA, October 05, 2011 --(PR.com
)-- Donald H. Ramirez, CFP®, a Managing Principal of Peak Wealth Advisors in San Luis Obispo, CA and Pasadena, CA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, and Certified Financial Planner™ in accordance with CFP Board certification and renewal requirements. Mr. Ramirez is a seasoned financial advisor with 16 years experience advising individuals, families and businesses with financial planning and investments.
These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have 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.
CFP® certificants also agree to 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.
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.
Peak Wealth Advisors, Inc. is a fee-only Registered Investment Advisor (RIA) that provides comprehensive financial planning and asset management services for individuals, families and businesses. For business clients, the firm specializes in providing retirement plan services and business transition planning. For more information on Peak Wealth Advisors, please visit www.peakwealthinc.com
or call 888-231-3262.