SYM Financial Employee Attains Certification
SYM Financial Advisors congratulates Sarah Delahanty on attaining Certified Financial Planner™ (CFP®) certification.
Sarah has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. The CFP® 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. CFP® professionals 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.
Sarah specializes in financial planning, serving a select group of clients with her team. Sarah’s main focus is helping clients simplify their financial lives through a comprehensive approach of investment management, cash flow analysis and overall financial risk review.