Having the gold standard in industry certifications is important to our firm. Our clients deserve the best. Well done to Laura for obtaining it so quickly.
Minneapolis, MN (PRWEB) May 02, 2016
Laura Nickolay, CFP®, Financial Advisor & Senior Tax Associate, CPA at White Oaks Wealth Advisors Inc. in Minneapolis, MN 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. Laura has been with White Oaks Wealth Advisors, Inc. since October 2015 and is responsible for providing tax and financial planning advice for our clients.
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.
Sharon Bloodworth, President of White Oaks Wealth Advisors, Inc. states: “Having the gold standard in industry certifications is important to our firm. Our clients deserve the best. Well done to Laura for obtaining it so quickly.”
White Oaks Wealth Advisors Inc. is a private, fee-only wealth management firm within Minneapolis, MN that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, family office services, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.