Samantha Webster Earns CFP® Certification
We are proud to announce that Samantha has earned her CERTIFIED FINANCIAL PLANNER™ certification!
Samantha’s hard work and dedication reflect our firm’s unwavering commitment to expanding our financial planning acumen and delivering knowledgeable guidance to our clients.
“Samantha has demonstrated a consistent willingness to learn and grow in her role as an associate advisor,” said Ray Ciccarelli, Vice President of Ciccarelli Advisory Services. “Her educational achievement is a prime example of her dedication to serving the ever-changing needs of our client families.”
In light of Samantha’s completion of the CFP® program, Ciccarelli Advisory Services now has 10 CERTIFIED FINANCIAL PLANNER™ professionals on our team!
The CFP® certification is regarded as one of the most prestigious and rigorous financial education programs. By completing all of the requirements, Samantha has developed a strong foundational knowledge of essential financial planning concepts, including:
- The financial planning process and
regulatory - Planning for retirement needs;
- Investment management;
- Insurance planning;
- Income taxation; and
- Estate planning.
Congratulations, Samantha!
Investment advisory services offered through Ciccarelli Advisory Services Inc., a registered investment adviser independent of FSC Securities Corporation. Securities and additional investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. 9601 Tamiami Trl N, Naples, FL 34108. 239-262-6577.
