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Judy Alexander-Wasley Earns CFP® Certification

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We are proud to announce that Judy Alexander-Wasley has earned her CERTIFIED FINANCIAL PLANNER™ certification!


Judy’s achievement embodies our firm’s ongoing commitment to expand our financial planning acumen through continuing education; which, in turn, heightens our ability to deliver knowledgeable guidance to client families.


“Throughout her five years with CAS, Judy has consistently demonstrated a willingness to learn and grow in her role as an advisor,” said Ray Ciccarelli, Vice President and Co-Founder of Ciccarelli Advisory Services. “Her educational attainment is a prime example of her dedication to serving the ever-changing needs of our client families.”


The CFP® certification is widely regarded as one of the most prestigious and rigorous financial education programs. By successfully completing the program, Judy has developed a strong foundational knowledge of essential financial planning concepts, including:

◊ The financial planning process and regulatory environment;

◊ Planning for retirement needs;

◊ Investment management;

◊ Insurance planning;

◊ Income taxation; and

◊ Estate planning.


In light of Judy’s completion of the CFP® program, Ciccarelli Advisory Services now has eight CERTIFIED FINANCIAL PLANNER™ professionals on our team.


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