Local Wealth Advisor Achieves Certified Financial Planner® Designation

Share Article

Jean Jacques Borno, a Private Wealth Advisor with Private Wealth CFOs 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 and renewal requirements. Mr. Borno has a three-year history with Private Wealth CFOs specializing in investment management, retirement planning, and other family financial planning for highly compensated professionals, business owners, and executives.

Jean Jacques Borno, a Private Wealth Advisor with Private Wealth CFOs 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 and renewal requirements. Mr. Borno has a three-year history with Private Wealth CFOs specializing in investment management, retirement planning, and other family financial planning for highly compensated professionals, business owners, and executives.

“Achieving the CFP designation shows my commitment to the long-term effort of providing top levels of financial service and investment counsel, and provides my clients with the added benefit of knowing I am certified by industry standards,” says Mr. Borno. “I am proud to join the elite group of CFP® practitioners that are committed to the high standards and practices that come with certification.”

Many professionals in the financial and wealth management business view the CFP® designation as the Gold Standard for personal financial planning and investment advice. This accreditation identifies individuals who have met the experience and ethical requirements of the CFP Board and have successfully completed financial planning coursework. Further, Mr. Borno 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 68,000 individuals to use these marks in the United States.

For more information on Jean Jacques Borno or Private Wealth CFOs, please visit http://www.privatewealthcfos.com or call (240) 395-4455.

About CFP Board:
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes more than 68,000 individuals to use these marks in the U.S.

About Private Wealth CFOs:
Private Wealth CFOs LLC® is a boutique Registered Investment Advisory firm located in Bethesda, Maryland. The firm manages diversified investment portfolios and is a financial advisor for individuals and families, helping them manage their wealth and make smart financial decisions.

About Jean Jacques Borno, CFP®, ChFC®, CIMA®:
Jean Jacques Borno is the Managing Principal of Private Wealth CFOs and has more than 15 years experience, and he is committed to integrating prevailing industry best practices into Private Wealth CFOs’ delivery of financial advisory services. He has a B.S. in Business from Florida International University. Also, Mr. Borno holds the ChFC® (Charted Financial Consultant), and Certified Investment Management Analyst (CIMA®) designations. The CIMA® training program is conducted jointly with the Investment Management Consultant Association and the University of Pennsylvania’s Wharton School. Additionally, Mr. Borno has served as the Miami Herald’s Financial Expert of the Week and contributed to the following articles: Chanen, Jill Schachner “Heading into the Home Stretch” ABA Journal Web. October 1, 2007; and Borno, Jean Jacques “Common $ense $aving” Web. February 2007. Also, Mr. Borno authored a white paper for attorneys titled: Building Long-Term Wealth in Turbulent Financial Times: Guide for Law Firm Partners, Counsel & Senior Attorneys.

Media Contact:
Jean Jacques Borno
privatewealthcfos.com
jean(dot)borno(at)pwcfo(dot)com
(240) 395-4455

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jean Borno
PRIVATE WEALTH CFOs LLC
(240) 395-4455
Email >
Visit website