PRW News

PRW Wealth Advisor Christian Stone Earns CFP Certification

Quincy, MA, 5/4/2016 – Christian Stone, CFP®, Wealth Advisor at PRW Wealth Management, LLC in Quincy, MA 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. Mr. Stone has worked at PRW since 2014 and works with their high net worth clients to help manage their wealth responsibly, grow it tax-efficiently, and maintain it for years to come so that it fulfills the lifestyle they want to lead.

 

PRW Wealth Management, LLC has been delivering comprehensive, client-focused, and independent financial guidance for over 25 years. PRW works with individuals and families that have gained wealth through entrepreneurship, successful professional careers, or life transitions (business sale, divorce, and/or inheritance), and require well-defined wealth management and risk mitigation solutions. Institutional clients include non-profit endowments and foundations whose assets are designed to last in perpetuity.

 

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.

 

CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

 

 

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