Tag Archives: Certified Financial Planner

Gergely Achieves Certified Financial Planning Practitioner Status

InkFreeNews.com Posted Aug 30, 2018  Updated: Aug 30, 2018 @ 10:23 AM

WARSAW — Alderfer Bergen and Company in Warsaw is pleased to announce that Jason Gergely, CFP has been authorized by the Financial Planner Board of Standards to use the Certified Financial Planner and CFP marks in accordance with CFP Board certification and renewal requirements. Gergely has been with … Read More

Jonathan Slocum Of SYM Financial Earns CFP Designation

InkFreeNews.com Posted Feb 18, 2015  Updated: Feb 18, 2015 @ 3:50 PM

Jonathan Slocum, associate advisor with SYM Financial Advisors in Winona Lake, 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. Slocum has worked at SYM since July of … Read More