Congratulations! Josh Hubman, CERTIFIED FINANCIAL PLANNER™

Virtus Wealth financial advisors > Congratulations! Josh Hubman, CERTIFIED FINANCIAL PLANNER™

by | Jun 6, 2017

We are proud to announce that Virtus Wealth Management’s own, Josh Hubman, Wealth Management Assistant, has completed all requirements and has been Josh Hubman, CFP®, Director of Financial Modeling, Virtus Wealth Managementauthorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks.

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.

Only 21% of all financial advisors in the industry can claim this distinction, according to a 2015 survey by Cerulli Associates, Inc. – a leading independent research company. We would urge those who have not yet laid out a long term financial plan, or have not updated your plan in several years, to reach out to us here at V&E Wealth Management to work with a certified and experienced financial planner. It is never too late to start planning.

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