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!