We are excited to announce that Salvador Perez, Investment Advisor Representative, is now a Certified Financial Planner (CFP®). Sal completed the CFP® Certification Process on July 21, 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.
Sal has been working for the clients of Financial Plans & Strategies since January of 2021, and we are confident that this step in his career will benefit all of our clients.
Congratulations to Sal on all of his hard work!