Taylor Joins the Ranks of CFP's with Diefendorf Capital

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Veteran planner, David Taylor earns the Certified Financial Planner (CFP) designation.

David J. Taylor, a 3 Dimensional Wealth Counselor with Diefendorf Capital Planning Associates, has been authorized by the Certified Financial Planner Board of Standards to use the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in accordance with CFP Board certification. Taylor has a seven-year history with Diefendorf Capital specializing in college, retirement and other family financial planning.

“Achieving the CFP designation shows David's commitment to the long-term effort of providing top levels of financial service and investment counsel,” says Roey Diefendorf, CEO of Diefendorf Capital. “I am proud have David join the elite group of professionals at our firm that are committed to the high standards and practices that come with the CFP certification.”

This accreditation identifies individuals who have met the experience and ethical requirements of the CFP Board and have successfully completed financial planning coursework. Further, Taylor passed the CFP® Certification Examination covering: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

CFP Board, a nonprofit regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 55,000 individuals to use these marks in the United States.

For more information on David J. Taylor, please visit http://www.DiefendorfCapital.com or call (516) 759-3900.

About David J. Taylor:
David, a financial advisor of Diefendorf Capital Planning Associates has been providing superior service to financial services clients since 2003. David prides his career on providing clients with the strategic means to optimize financial capabilities. Though skilled in many areas, David specializes in college, retirement and other family financial planning, with an emphasis on stewardship. David believes in giving back to the community that supports him and his family by participating as a board member of the Guardian Angel, in addition to volunteering as a committee member for Shelter Rock Church.

About CFP Board:
CFP Board, a nonprofit regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 55,000 individuals to use these marks in the United States. For more about CFP Board, visit http://www.CFP.net.

About Diefendorf Capital Planning Associates:
Diefendorf Capital Planning Associates revolves around the family, from their Family of Financial Service Companies to the creation of our 3 Dimensional Wealth Counseling Centers. Their goal is to strengthen families, not just by addressing their financial wealth, but by looking at their "total" wealth, including their personal and social wealth - their "3 Dimensional Wealth." For over 130 years, the family has a rich heritage as industry leaders. Founded by Warren T. Diefendorf in 1875, the legacy had been maintained by Warren E. Diefendorf, Monroe M. Diefendorf, Sr. and now Monroe M. Diefendorf, Jr.

Securities offered through Sterling Monroe Securities, LLC, Member FINRA/SIPC. Sterling Monroe Securities is affiliated with Diefendorf Capital Planning Associates.

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DEMETRI DOUMAS
Diefendorf Capital
516-759-3900
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