Brandon Stewart

WINONA LAKE —Brandon Stewart, financial paraplanner with SYM Financial Advisors, has been authorized by the Certified Financial Planner Board of Standards to use the Certified Financial Planner and CFP certification marks in accordance with board certification and renewal requirements.

Stewart joined SYM in May of 2013 to serve the financial needs of corporate executives, medical and dental professionals, retirees, and business owners as a Financial Paraplanner. Stewart is a 2013 graduate of Indiana University Purdue University Fort Wayne.

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 covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  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.