News

Stacey Anderson, QPFC, and Taylor Bell, CFP®

Jan 18, 2022 | Company Updates

We are thrilled to announce Stacey Anderson and Taylor Bell have completed their QPFC and CFP® credentials (respectively).

If you’ve followed Colton Groome Financial for any length of time, it’s no surprise that we pride ourselves on our TEAM approach. As Phil Jackson once said:

“The strength of the team is each individual member. The strength of each member is the team.”

Over the past year, the ladies of Colton Groome Financial have doubled down in their continued education courses. After solid dedication and commitment, both Taylor Bell and Stacey Anderson completed their exams for the following designations, respectively: The Certified Financial Planner™, and the Qualified Plan Financial Consultant.

Stacey’s QPFC is a Retirement Plan-specific credential, designed for professionals who sell, advise, market, or support qualified retirement plans.

The QPFC program instills an understanding of general retirement planning concepts, terminology, distinctive features of plans, and the fiduciary role of retirement plan professionals. To receive the QPFC designation, Stacey was required to hold a FINRA license, and demonstrate proficiency of plan administration, compliance, investments, fiduciary responsibility, and ethics issues. (View National Association of Plan Advisors for additional information)

Taylor earned her CFP®, a vital step to accelerate financial planning client-care.

Taylor is certainly the utility player of our CGF office. As our acting CCO and COO, she also serves clients personally in wealth management and financial planning. The Certified Financial Planner™ designation is the “Standard of Excellence” in personal financial planning. * This credential ensures a financial professional is educated and capable of creating a comprehensive plan:

  • The CFP® professional must:
    • hold a bachelor’s degree
    • have 5 or more years’ experience in the financial industry
    • *show exam proficiency in—
      • professional conduct and regulation,
      • the principles of financial planning,
      • risk management,
      • insurance planning,
      • investment planning,
      • tax planning,
      • retirement savings,
      • income planning,
      • estate planning,
      • psychology of financial planning,
      • and financial plan development.

These powerhouse women achieved their goals while serving full-time working roles; and while holding their every-day responsibilities as mothers and wives. We could not ask for more from our incredible employees. Thank you for growing the strength of our team.

Congratulations, Stacey and Taylor! You’ve certainly earned it!

Send Congratulations!

 

 
 
*Source document for CFP® Exam Requirements from the 2021 CFP Certification Learning Objectives as provided by the CFP® Board: https://www.cfp.net/-/media/files/cfp-board/cfp-certification/2021-practice-analysis/2021-cfp-certification-learning-objectives.pdf

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRASIPC, 130 Springside Drive, Suite 100, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome & Company, Colton Groome Financial Advisors, LLC., are separate entities from Valmark Securities, Inc.

Colton Groome Financial
​1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
info@coltongroome.com

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 Colton Groome Financial is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Colton Groome & Company is a separate entity from Retirement Plan Advisory Group.

Colton Groome Financial Advisors, LLC is a Registered Investment Advisor (RIA). Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. Colton Groome Financial Advisors, LLC has exercised reasonable professional care and diligence in the collection, analysis, and reporting of this information but has not independently verified, validated, or audited the data. Colton Groome Financial Advisors, LLC makes no representations or warranties with respect to the accuracy of the information, nor whether it is suitable for the purposes to which it is put by users. Colton Groome Financial Advisors, LLC and its subsidiaries shall not be liable to any user of this report or to any other person or entity for any inaccuracy of this information or any errors or omissions in its content, regardless of the cause of such inaccuracy, error or omission. Furthermore, in no event shall Colton Groome Financial Advisors, LLC be liable for consequential, incidental or punitive damages to any person or entity for any matter relating to this information.

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