DHJJ Financial Advisors’ Kathy Byrne Earns Prestigious Certified Financial Planner™ Certification

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Naperville financial advisory firm recognizes newest CFP® Kathy Byrne

“I have always strived to be a trusted advisor to my clients by partnering with them to achieve their financial and tax goals, Byrne said. “The CFP certification provides me with the ability and resources to better serve my clients’ personalized needs.”

KATHY BYRNE, CFP®, Manager at DHJJ Financial Advisors in Naperville, Il 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.

Kathy joined DHJJ in 2014 and has over 10 years of experience as a Certified Public Accountant. She graduated from Northern Illinois University with a Bachelors of Accounting and a Masters of Accounting. Kathy has significant experience in income tax compliance and planning, trust taxation, and wealth preservation strategies for multi-generational families and private clients. This experience, paired with her CFP® certification, allows Kathy to focus on all aspects of her clients’ financial needs.

“Kathy’s commitment to achieving the status of a CFP® shows her dedication to the profession and to our firm as she strengthens her role as a trusted financial advisor,” said Paul Minta, Managing Principal for DHJJ Financial Advisors.

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.

“I have always strived to be a trusted advisor to my clients by partnering with them to achieve their financial and tax goals, Byrne said. “The CFP certification provides me with the ability and resources to better serve my clients’ personalized needs.”

About DHJJ Financial Advisors

DHJJ Financial Advisors is a Registered Investment Advisory Firm that has been providing asset management and financial planning services to its clients since 1988. For over 25 years, our team of dedicated investment advisers has worked closely with our clients to produce unique investment portfolios designed to meet their personalized needs. For more information, please visit http://www.dhjjfinancial.com.

About the CFP Board

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) and 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 70,000 individuals to use these marks in the United States. For more about CFP Board, visit http://www.CFP.net.

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Stephanie Gandsey
DHJJ
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