Congratulations Joe!

West Financial Advisors is happy to announce Joe Hart recently passed the CERTIFIED FINANCIAL PLANNER™ exam. The CFP® exam, administered by the Certified Financial Planning Board of Standards, is considered one of the most rigorous examinations in the financial planning profession.

To earn the CFP® mark, candidates must pass an examination which includes a wide range of financial planning topics including ethical and professional standards, cash flow planning, insurance, investment strategies, tax, and estate planning. Candidates must also have at least three years of professional experience with the financial process. Candidates must commit to abide by the CFP Board of Standards Code of Ethics and Standards of Professional Conduct.

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