Oct 15, 2012 -
Deanna Wilson CFP®, Senior Financial Advisor at Ledyard Financial Advisors in New London, NH, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame design)® in accordance with CFP Board certification and renewal requirements.
Ledyard Financial Advisors provides integrated investment, tax and wealth management services to individuals, families and institutions throughout the Upper Valley and Lake Sunapee Region. Ms. Wilson has 20 years of finance, charitable planning, and wealth management experience. She has worked at Ledyard since 2007, where she provides clients with a unique combination of comprehensive services based on expert advice, leading-edge investment solutions and personal attention, helping them to “Plan well. Live well.”
The certification marks listed above 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® certificants 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.
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 currently authorizes more than 61,000 individuals to use its marks in the United States. For more about CFP Board, visit www.CFP.net.