Congratulations to Alden Mergenthal, CFP®
Alden Mergenthal, E&G's Director of Financial Planning, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial PlannerTM and CFP (with flame design)® in accordance with CFP Board certification and renewal requirements.
These 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®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.
Please click here to learn more about this well-respected designation.