Strategic Advisor Earns Credential
McGraw successfully completes rigorous coursework and exam to earn credential
(Utica, NY), (November 25, 2015) – Michael McGraw, CFP®, an Advisor on Strategic’s wealth management team, has been authorized by to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP® Board certification requirements.
“I am delighted to have earned the distinction of becoming a CFP® certificant by successfully completing the education, examination, experience and ethical requirements set forth by the CFP® Board. It represents my commitment in acting as a “fiduciary” – placing the clients’ interests ahead of my own at all times.”
The CFP® designation identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.