Wealth Advisor, John Keyes, Passes the CERTIFIED FINANCIAL PLANNER™ Exam
Petersen Hastings is proud to announce that John Keyes of Petersen Hastings has passed the CERTIFIED FINANCIAL PLANNER™ exam. The 7-hour CFP® exam is designed to assess your ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations.
“There is a reason the CERTIFIED FINANCIAL PLANNER™ certification is considered the gold standard in the financial advice industry: it sets the highest standards and accepts nothing less,” said Scott Sarber, CEO. “By passing this exam, John has demonstrated he has attained the competency level necessary to practice autonomously as a financial planner with Petersen Hastings. Our team couldn’t be more proud of him and this accomplishment.”
For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals take a holistic, personalized approach to bring all the pieces of one’s financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to the CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put their clients’ best interests first, so they can provide them confidence today and a secure tomorrow.
Petersen Hastings is a Registered Investment Advisor located in Kennewick and Walla Walla, WA. As a primary fiduciary, Petersen Hastings serves committed investors with complex financial needs. Our multigenerational team of experienced and credentialed professionals delivers innovative solutions through The Trusted Financial PathTM to enhance and preserve wealth.
For additional information or to schedule a complimentary consultation, visit www.PetersenHastings.com or call 509.735.0484.