ATLANTA, Aug. 19, 2014 (GLOBE NEWSWIRE) -- JOSHUA SWARTZ, CFP®, a financial planner at JPH Advisory Group in Atlanta, Georgia, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board requirements. Mr. Swartz has worked at JPH Advisory Group since 2011 and works directly with clients in conjunction with senior wealth management professionals.
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About the CFP®
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, Rules of Conduct and Financial Planning Practice Standards.
Mr. Swartz is one of the youngest CFP® professionals in the country, having successfully completed the education requirements, passed the difficult CFP® examination on his first attempt, and completed three years of professional experience, all by the age of 25.
About 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 69,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
About JPH Advisory Group
JPH Advisory Group is a full service financial planning and investment management firm which offers fee-only wealth management services and investment advice. The mission of the firm is to help its clients reach their goals by simplifying and streamlining their financial lives through holistic, integrated wealth management services while acting as their "Personal CFO." More information can be found at www.jphadvisory.com.
