Stephen Howles earns his CFP® designation

Rochester, NY, August 16, 2021 – Beltz Ianni & Associates announced today that Partner and Client Advisor, Stephen Howles has attained the CERTIFIED FINANCIAL PLANNER^TM  and CFP® marks from the Certified Financial Planner Board of Standards, Inc.

Professionals who earn their CFP® designation demonstrate an expertise in financial planning. CFP® professionals have met extensive training and experience requirements, and have passed the 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 commit to 2 uphold CFP Board’s ethical standards that require them to put their clients’ interests first.

Congratulations Steve!