COLCHESTER, VT, August 31, 2023 – Kylie Richards, a Financial Advisor with Professional Financial Associates, LLC (PFA), has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
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.
“We are thrilled for Kylie and her clients,” said Timothy Monty, PFA Managing Partner. “Our robust financial planning process requires advisors to have a superior understanding of investment, estate planning and risk management strategies, and Kylie has once again demonstrated excellence in the field.”
Richards has worked within the financial services industry since graduating from the University of Vermont in 2018. At UVM, she graduated with a bachelor’s degree in Business, a concentration in Finance, and minors in both Economics and Statistics. Prior to her work at PFA, Richards helped both individual and business clients with their banking, lending, and investing needs.
About PFA
PFA is a comprehensive financial planning and investment solutions firm, providing individual and business clients with a broad range of services and products specifically designed to help meet their financial needs. For more than a decade, PFA’s experienced advisors and staff have helped clients identify passions and priorities, craft robust financial plans and live their best lives.
About CFP Board
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 70,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
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