Rob Warren Earns Prestigious CFP® Designation

By Twickenham Advisors on May 10, 2018

Congratulations!

We are proud to announce that HighTower Twickenham Private Wealth Advisor, Rob Warren, recently earned his CERTIFIED FINANCIAL PLANNER™ designation. While financial and estate planning have both been cornerstones of the HighTower Twickenham practice for decades, Rob chose to devote over 600 hours throughout the past 15 months toward this achievement to better serve our clients and enhance his knowledge and skills with the latest and most comprehensive standards of the industry.

CFP® designation  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.

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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with flame design), and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board’s 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 www.CFP.net.

 

About HighTower Twickenham
HighTower Twickenham is a team of independent-minded wealth advisors that subscribe to the fiduciary standard, a binding promise to place clients’ interests first with undivided loyalty. Our advisors provide financial advice with a soul, getting to know the families we serve to help build better lifestyles, achieve specific goals and create long-term stewards of wealth. By combining radical transparency, integrity and sophistication, we are reshaping the financial services industry from the inside out to best serve our clients.

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