Financial paraplanner, Andrew Trammell, earns CFP® certification.

Cary Stamp & Co. Staff Continues to Add Professional Credentials and Designations.


Cary Stamp & Co., Principled Financial Advisors in Tequesta, FL, proudly announces that Andrew Trammell, MSFP, CFP®, has passed all educational, professional experience, and examination requirements for the CERTIFIED FINANCIAL PLANNER™ Professional certification.

Andrew-Trammell-CFP-certification“Andrew is a talented guy who is a tremendous asset for our clients and team,” said the firm’s founder Cary Stamp, CFP®, “He possesses the ideal combination of knowledge, interpersonal skills, and warm demeanor for being an effective financial professional. There are great things to come for Andrew.”

CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, Andrew made a commitment to the CFP Board to act in accordance with fiduciary standards—in the best interests of Cary Stamp & Co clients.

Andrew graduated Florida Atlantic University with a major in Finance and holds a Master of Science in Financial Planning from Kansas State University, along with Certificates in Financial Planning & Financial Therapy.

About the CFP® Process

The CFP® coursework requirements are rigorous in topics of General Principles of Financial Planning, Education Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning, Financial Plan Development (Capstone Course). Once completed, you then must pass the seven hours board exam that includes all of the topics.

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

 

 


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