Family Investment Center Advisor Earns CERTIFIED FINANCIAL PLANNER™ Designation
Since 1998, Family Investment Center has provided clients with commission-free fiduciary investment advisory services that often receive regional and national recognition, with interview sources including The Wall Street Journal, Forbes
The CFP® designation is earned after an individual has met the experience, education, testing, and background requirements set by CFP Board. As part of the application process, Holthaus successfully passed an examination for proficiency in various areas of financial planning, including risk management, investments, tax planning and management, the financial planning process, retirement and employee benefits, and estate planning.
"I enjoy helping clients meet their financial goals," said Holthaus. "Obtaining the CFP® designation seemed like a great way to further my knowledge and ultimately serve clients better," said Holthaus.
Holthaus, also named a "Five Star Wealth Manager"* in 2016 and 2017, joined Family Investment Center in 2008. She became an investment advisor representative after passing the NASD Series 65 Uniform Investment Advisor Law Examination in 2010. She has Bachelor of Science degrees in Business Administration and Economics from
"We are proud to have someone of Laura's caliber on our team at Family Investment Center," said
About
Danford holds both an MBA and a Master's Degree in Personal Finance. A 2009 article in The Wall Street Journal outlined Danford's unique birthday messages to clients, complete with a
Read the full story at http://www.prweb.com/releases/2017/04/prweb14290323.htm



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