James Kinney of Bridgewater-based Financial Pathways Earns CFP (r) Certification

Share Article

James D. Kinney of Hillsborough NJ, founder and president of Financial Pathways LLC of Bridgewater NJ, received authorization from the Certified Financial Planner Board of Standards to use the Certified Financial Planner (tm) designation. The CFP (r) designation is widely recognized and valued in the financial industry. Certificants must meet rigorous standards for industry knowledge and experience, and must agree to abide by the CFP Boards ethical standards.

James Kinney, founder and president of Financial Pathways, LLC of Bridgewater, has recently been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER â„¢ and CFP (with flame design)® in accordance with CFP Board certification and renewal requirements. Through Financial Pathways, Mr. Kinney provides comprehensive financial planning services to individuals and small business owners throughout central New Jersey.

These marks identify 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® 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.

"Although I have been successfully providing financial planning services through Financial Pathways for some time, achieving the CFP® designation has long been an important goal in my professional life." explains Mr. Kinney. "I realize that my clients place a great amount of trust in me, and in the advice I provide. At the same time, it is often difficult for the average person to know who to trust when they need to seek financial advice. The CFP® designation is widely recognized as an indication that a planner has the knowledge, experience, and commitment to high ethical standards that clients seek in a trusted financial professional."

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 PLANNERâ„¢ and federally registered 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 55,000 individuals to use these marks in the United States. For more about CFP Board, visit http://www.CFP.net. For more information about Financial Pathways, visit http://www.financialpathways.net.

Mr. Kinney provides advisory services through Creative Financial Designs, Inc., an investment advisory firm registered with the SEC.


Share article on social media or email:

View article via:

Pdf Print

Contact Author

Visit website