PR.com: Business Directory, Press Releases, Jobs, Products, Services, Articles
 
Businesses Articles Press Releases Follow @PRcom
Press Release Pricing | News by Category | News by Country | News by US Region | Recent News | PR.com News on Your Site
 

Press Releases

 
Williams Asset Management

Press Release


Receive press releases from Williams Asset Management: By Email RSS Feeds:

Brian Mckinney Earns CERTIFIED FINANCIAL PLANNER Certification


Columbia, MD, May 02, 2019 --(PR.com)-- Brian McKinney, CFP®, an Associate Financial Planner at Williams Asset Management has been 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. Mr. McKinney has worked at Williams Asset Management since 2016 and works closely with advisors in helping individuals develop comprehensive plans to meet their financial goals in life.

The CFP® 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® 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.

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 80,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.

About Williams Asset Management

Williams Asset Management has been providing individuals and organizations with financial guidance since 1994. Located at 8850 Columbia 100 Pkwy, Suite 204 Columbia, MD 21045, the firm prides itself on crafting unique strategies for each client. For more information, please visit.www.WilliamsAssetManagement.com or call (410) 740-0220. Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
Contact Information
Williams Asset Management
Marie Lee, Director of HR & Executive Assistant to the President
(410) 740-0220
Contact
www.WilliamsAssetManagement.com

Click here to view the list of recent Press Releases from Williams Asset Management
Promote Your Business