Charter Trust Company’s Long Earns CFP® Designation

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Heather Long was awarded the designation Certified Financial Planner™ – one of the financial industry’s most prestigious and demanding designations.

Heather Long, Wealth Administrator at Charter Trust Company in Peterborough, NH 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.

The CFP® marks identify that Ms. Long has met the rigorous experience and ethical requirements of the CFP Board, has successfully completed financial planning coursework and passed the CFP® Certification Examination covering the following areas:

  • Financial planning process
  • Risk management
  • Investments
  • Tax planning and Management
  • Retirement and Employee Benefits
  • 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.

Charter Trust, headquartered in Concord, New Hampshire, was formed in 1984 as a New Hampshire Trust Company, chartered by the State of New Hampshire Banking Department. Charter Trust is the largest, locally owned investment management company in Northern New England. With six offices, Charter Trust serves clients throughout the United States and abroad.

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Rich Woodfin
Charter Trust Company
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