Catlett Earns the CFP® Certification

Cassandra CatlettCassandra Catlett, Financial Planning Coordinator with C&J Wealth Advisors, has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). The CFP® certification is awarded by the Certified Financial Planner Board of Standards (CFP Board) in accordance with their certification 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 agree to meet ongoing continuing education requirements and to uphold CFP Boards’ Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

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