Stacey Richards: ChFC® Designation Achieved
Financial Planning Resources is honored to announce that Stacey Richards, LPL Investment Advisor Representative, has earned her Chartered Financial Consultant® (ChFC®) designation from the American College of Financial Services.
Candidates for the ChFC® designation must complete a minimum of nine courses and 18 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements.
The ChFC® program prepares professionals to meet the advanced financial needs of individuals, families and small-business owners. ChFCs can identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to achieve those goals.
Individuals who earn a ChFC® can provide expert advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments and retirement planning.
Daran Tucker: CFP® Certification Achieved
Financial Planning Resources is honored to announce that Daran Tucker, LPL Investment Advisor Representative, ChFC has passed the CFP® board exam and is now a CERTIFIED FINANCIAL PLANNER™. The CFP® certification has been the standard of excellence for financial planners. CFP professionals have met extensive training and experience requirements and commit to CFP Board’s ethical standards that require them to put their clients’ interests first.
CFP® professionals take a holistic, personalized approach to bring all the pieces of a client’s financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client.
James K.“Skip”Nichols: Executive Council Level Achieved
James K. “Skip” Nichols, with the support of the team at Financial Planning Resources, is honored to announce that he has been recognized in the top 1% out of 17,400 LPL Financial advisors and program managers. He has achieved the level of Executive Council. This honor is awarded to less than 1% of LPL advisors.
The award is given annually based on the amount of assets under management that our firm helps our clients accumulate.