Cody Koletic Receives CERTIFIED FINANCIAL PLANNER™ CFP® Designation

BOCA RATON, Fla. (PRWEB) January 03, 2019

Baron Silver Stevens Financial Advisors, LLC announced today that Cody Koletic, an associate with the growing Boca Raton financial planning firm, has earned the CFP® designation. The firm is proud add to its impressive list of CFP® professionals, all dedicated to helping their clients achieve their financial goals.

To earn the CFP® designation, one must complete educational requirements, have adequate financial planning experience, pass a comprehensive exam, and maintain a high standard of ethics. Additionally, once one is certified, CFP® practitioners are required to maintain technical competence and fulfill ethical obligations. Every two years, they must complete a minimum of 30 hours of continuing education, staying current with developments in the financial planning profession to better serve their clients.

While just about anyone can claim the title "financial planner", it is important to distinguish that not all financial planners are "certified". Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.

CFP Board is a nonprofit professional regulatory organization founded in 1985 to benefit the public by fostering professional standards in personal financial planning. An independent certifying organization, CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER™.

Baron Silver Stevens Financial Advisors, LLC is a Boca Raton based financial planning, wealth management, and estate planning firm. The dedicated and experienced team maintains a strong commitment to exceeding expectations. Every one of the team members is handpicked, compassionate, highly skilled, and dedicated to their clients' long-term success. Baron Silver Stevens Financial Advisors, LLC is rooted in professional knowledge, integrity, and personalized service. For more information about the firm, please visit https://bssfa.com/.

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