Navarone Simpson Earns Certified Financial Planner, (CFP®) Designation
Armstrong Dixon announced that Navarone Simpson, a Financial Paraplanner, has been licensed by the Certified Financial Planner Board of Standards to use the Certified Financial Planner® and CFP® marks in accordance with the CFP® Board's certification and renewal requirements.
BALTIMORE, Md., Jan. 22, 2019 /PRNewswire-PRWeb/ -- Armstrong Dixon announced that Navarone Simpson, a Financial Paraplanner, has been licensed by the Certified Financial Planner Board of Standards to use the Certified Financial Planner® and CFP® marks in accordance with the CFP® Board's certification and renewal requirements.
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 am truly excited to join the group of CFP® professionals at Armstrong Dixon and around the country providing sound financial planning advice", said Navarone. "This designation marks the culmination of years of education, hard work, and practical experience that went into earning my certification which has prepared me to thoughtfully analyze clients' needs and situations. I truly enjoy financial planning because it combines my passion for personal finance, critical thinking, and enthusiasm for helping people reach their life goals."
Mr. Simpson joined Armstrong Dixon in April 2018 after spending over 5 years in the wealth management industry. He is responsible for assisting in the development, implementation, and monitoring of comprehensive financial plans as well as investment review preparation and securities trading. "We are extremely proud of the hard work Nav put in outside of his day to day responsibilities at our firm. He is a highly valued member of our team and we look forward to his continued growth." - Greg Armstrong, CFP®, Managing Partner.
About Armstrong Dixon
Armstrong Dixon provides customized wealth management strategies to help answer the question, "What am I missing?" Armstrong Dixon has more than 60 years of combined experience with business transition and advisory boards, customized portfolio management, investment management of family foundations, retirement income planning, important estate document considerations, and financial consulting.
Armstrong Dixon believes in a professional, cross-disciplinary approach to client service that spans the tax, legal and financial spectrums, and the dedicated team strives to provide client families with the dedication that they give to their own families.
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 80,000 individuals to use these marks in the United States. For more about CFP Board, visit http://www.CFP.net.
SOURCE Armstrong Dixon
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