January 03, 2022

We are excited to announce that Bauer Schmeltz, Investment Advisor Representative, is now a Certified Financial Planner (CFP®). Bauer completed the CFP® Certification Process on December 7, 2021.

The standard of excellence for financial planners, CFP® professionals have met comprehensive training and experience requirements.  They commit themselves to uphold the high standards outlined in the Code of Ethics and Standards of Conduct, which includes the Fiduciary Duty. This means that CFP® advisors must act in the client’s best interests.

Bauer has been in the financial services industry since 2016 and began working for the clients of Financial Plans & Strategies in late  2020. This step in his career will benefit all of our clients. Please visit this link on our website to learn more about Bauer: https://www.finplans.com/team/bauer-schmeltz

Congratulations to Bauer on all of his hard work!