StrategicPoint Investment Advisors is pleased to announce that Joseph
Kolb, Director of Financial Planning has received his CFP®
certification.
Providence, RI April 14, 2011 – Joseph Kolb, CFP®, Director of Financial Planning at StrategicPoint Investment Advisors in Providence, RI has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame design)® in accordance with CFP Board certification and renewal requirements. Mr. Kolb has worked at StrategicPoint since 2008 and is responsible for providing financial planning and investment advice to new and existing clients, as well as building client relationships and facilitating client service needs.
These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 61,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
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