West Des Moines, IA (October 2013) – Matt Roberts, CFP®, Financial Analyst at Syverson Strege and Company in West Des Moines, Iowa 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 certification requirements.
Roberts has worked at Syverson Strege and Company since October 2010 and is responsible for assisting the Fee-Only Financial Planners with financial planning and investment management needs. Roberts is also now a member of the firm’s Investment Committee. Currently, Roberts is working on a Masters of Financial Management degree through Drake University.
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. 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. For more about CFP Board, visit www.CFP.net.
Syverson Strege and Company is a fee-only, independent financial planning firm that was established in 1997, committed to unlocking financial possibilities and enriching the future of individuals and families. Headquartered in West Des Moines, Iowa, Syverson Strege and Company serves clients within the United States and internationally. www.onlyworkforyou.com | Facebook