San Diego, CA, August 28, 2017 --(PR.com
)-- Christopher Weil & Company, Inc. is excited to announce that Tyler Richards Hewes has successfully completed the financial planning coursework and has passed the CFP® Certification Examination. Tyler is now authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
The CFP® moniker identifies 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® professionals 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.
Tyler brings his certification to CWC's team of relationship managers responsible for providing advisory and investment management services to its clients. As part of the team, Tyler’s work focuses on employee and employer plan benefits, insurance planning, intergenerational planning, and retirement planning (among other advisory-related services).
"The CFP certification is widely recognized and trusted,” said John Wells, President and CEO, “We encourage our relationship managers to seek certification as one way to demonstrate our steadfast commitment to operating under the highest 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 plaque design) and 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 76,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
Christopher Weil & Company, Inc., established in 1989 with affiliations dating back to 1970, is an Investor-Manager-Advisor firm that believes advisors should “eat their own cooking”. The principals of CWC invest alongside their clients and personally own the same investments they recommend. For more information about Christopher Weil & Company, Inc., please visit cweil.com.