Obtaining the CFP® designation seemed like a great way to further my knowledge and ultimately serve clients better.
St. Joseph, MO (PRWEB) May 01, 2017
Since 1998, Family Investment Center has provided clients with commission-free fiduciary investment advisory services that often receive regional and national recognition, with interview sources including The Wall Street Journal, Forbes The Kansas City Star, and others. This work continues with Laura Holthaus, Investment Advisor and Chief Compliance Officer, becoming a CERTIFIED FINANCIAL PLANNER™.
The CFP® designation is earned after an individual has met the experience, education, testing, and background requirements set by CFP Board. As part of the application process, Holthaus successfully passed an examination for proficiency in various areas of financial planning, including risk management, investments, tax planning and management, the financial planning process, retirement and employee benefits, and estate planning.
“I enjoy helping clients meet their financial goals,” said Holthaus. “Obtaining the CFP® designation seemed like a great way to further my knowledge and ultimately serve clients better,” said Holthaus.
Holthaus, also named a “Five Star Wealth Manager”* in 2016 and 2017, joined Family Investment Center in 2008. She became an investment advisor representative after passing the NASD Series 65 Uniform Investment Advisor Law Examination in 2010. She has Bachelor of Science degrees in Business Administration and Economics from Missouri Western State University (2007). In 2012, she earned a graduate certificate in Personal Financial Planning from the University of Missouri-Columbia and then earned a Master of Science degree in Personal Financial Planning from the University of Missouri-Columbia in 2014.
“We are proud to have someone of Laura’s caliber on our team at Family Investment Center,” said Dan Danford, Founder/CEO of Family Investment Center. “This recent milestone is one of many that demonstrates her dedication to being a trusted, respected, and knowledgeable advisor for our clients. We’ve always put our clients’ needs first, and this certification demonstrates our constant desire to provide the best service possible.”
About Dan Danford and Family Investment Center
Dan Danford serves as Founder/CEO of Family Investment Center, a full-service, commission-free investment advisory firm. Based in St. Joseph, MO, Family Investment Center also serves clients in the Kansas City Northland area and across the country.
Danford holds both an MBA and a Master’s Degree in Personal Finance. A 2009 article in The Wall Street Journal outlined Danford’s unique birthday messages to clients, complete with a $2 bill inside the envelope. In 2009, Danford was also quoted on “ABC News” for his insight into how parents can protect funds for their children’s college education. A 2006 article in The New York Times quoted Danford’s insights on working with a financial advisor. In 2014, Danford was featured in an article exploring solutions to math anxiety in the Voices section of The Wall Street Journal.