Bradley Smith Receives Certified Financial Planner Status | Company
Bradley Smith, Independent Financial Advisor at FB&T Wealth Management in Magnolia, has earned the Certified Financial Planner certification, awarded to finance professionals who have met standards of financial planning experience, knowledge and ethical conduct.
The distinction is awarded by the Certified Financial Planner Board of Standards Inc. Financial professionals must complete the CFP board-registered training program and pass the CFP certification exam, which assesses the ability to apply planning knowledge financial to client situations.
CFP-appointed finance professionals must also have at least three years of qualified work experience in financial planning and meet the CFP Board’s fitness standards for applicants and registrants. CFP professionals have met rigorous qualifications for financial planning. Only those who have met the rigorous requirements of the CFP Board can qualify as a CFP professional.
“I am committed to my clients and providing them with meaningful advice tailored to their unique needs,” said Smith. “Achieving this designation further reflects that commitment, enhancing my ability to provide holistic, comprehensive and personalized strategies that help clients achieve their financial goals.”
Smith is based in Magnolia and provides a full range of financial planning services including retirement and financial planning, business planning, estate planning, tax planning, insurance planning and education planning.
LPL Financial is the country’s largest independent broker and a market leader in retail financial advice.