City Overlook

Adam Oerther, Certified Financial Planner™

B&C Financial Advisors would like to congratulate Investment Manager Adam Oerther on becoming a Certified Financial Planner™. Adam has been working towards this goal for over two years and now is the third person in our office to achieve the accomplishment.

The CFP® certification is recognized as the highest standard of personal financial planning and demonstrates a thorough knowledge of the subject. Having the certification allows the CFP® practitioner to stand out in the industry and communicate a high level of expertise and credibility to clients and prospects.

CFP® professionals like Adam have completed extensive training, passed rigorous exams and are held to high ethical standards. Included in the curriculum for the program are topics such as insurance, investment planning, retirement planning, professional conduct, fiduciary responsibility, and more.

Adam Oerther, CFP®

Related Tag: Financial Planner Florida