Judy Alexander-Wasley Earns CFP® 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.