Kari A. Phillips, CFP®, an Associate Financial Planner with Hickok & Boardman Financial Planning has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial Planner™ in accordance with CFP Board certification and renewal requirements. Ms. Phillips has been with Hickok & Boardman Financial Planning since 2002. 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
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™ in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 60,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
Hickok & Boardman Financial Planning is an Independent Registered Investment Advisor and is located at 346 Shelburne Road in Burlington, VT. Securities offered through Raymond James Financial Services, member FINRA/SIPC.