Kay Anderson Earns CFP® Certification
We are proud to announce that Kay Anderson has earned her CERTIFIED FINANCIAL PLANNER™ certification!
By successfully completing the rigorous educational requirements of the CFP® program, Kay has mastered a wide range of topics that are essential to wealth management: the financial planning process and regulatory environment, insurance planning, income taxation, planning for retirement needs, estate planning and investment management.
She affirmed her knowledge by passing the six-hour, comprehensive CFP® examination.
Kay’s achievement exemplifies our passion for providing clients with knowledgeable advice and financial planning expertise.
“In addition to her 10 years of hands-on experience at our firm, Kay’s completion of the CFP® program has empowered her to develop a deeper understanding for how to best serve our client families,” said Kim Ciccarelli Kantor, President of Ciccarelli Advisory Services.
The CFP® designation is widely regarded as one of the most prestigious financial educational programs. In light of Kay’s accomplishment, Ciccarelli Advisory Services now has seven CERTIFIED FINANCIAL PLANNER™ professionals on our team.
At Ciccarelli Advisory Services, we focus on what matters to your family because we are a family. We embrace a holistic approach to wealth management and financial planning. Our family of advisors and staff is dedicated to promoting the financial well-being of your family – today and for generations to come.
