Reed Davis is now a CERTIFIED FINANCIAL PLANNER™

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Latitude Planning Group is pleased to announce that our Managing Member, Reed Davis, has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. 

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.  Currently only 17% of all financial advisors in the industry can claim this distinction.

At Latitude Planning Group we take a holistic approach to financial planning and are constantly working to improve.  The addition of the CFP® certification is another step forward in our commitment to provide our clients with the best possible financial guidance.
 
Please join us in congratulating Reed on this accomplishment!
 
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Our mailing address is:

6263 N. Scottsdale Rd., Suite 385
Scottsdale, AZ 85250

Phone: 480.219.0050
Fax: 480.503.8009

 
Latitude Planning Group is a marketing name for securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and a Registered Investment Advisor.  Insurance services offered through Latitude Wealth Advisors, LLC.  Divorce consulting services offered through Latitude Divorce Advisors, LLC.  Latitude Wealth Advisors, LLC, Latitude Divorce Advisors, LLC and Woodbury Financial Services, Inc. are not affiliated entities.

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Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.