Yeske Buie is proud to announce that Russell Kroeger, Financial Planning Resident in our San Francisco office, officially became a CERTIFIED FINANCIAL PLANNERTM professional on Tuesday, May 5th. When Russell joined the Yeske Buie team in January of this year, we asked him “How did you become interested in Financial Planning?”. He excitedly responded, “I’ve wanted to do this since I can remember!” After receiving the news, we asked Russell what three words he would use to describe how it felt to have earned the CFP® certification:
When I received word from the CFP Board there was definitely a rush of excitement (an achievement I will certainly celebrate); but my outlook was refined by a mentor’s challenge for a renewed focus on “why” I am pursuing the profession, and to use those feelings and emotions to drive future progress. I’m not sure 3 will do it justice, but I undoubtedly feel:
- Honored – It’s a blessing to be part of something bigger than myself, especially a calling that is directly in line with my values and worldviews.
- Encouraged – While learning and development is an ongoing process, I’m grateful to be that much more prepared to effectively inspire and enable others to do what inspires them.
- Thankful – I’ve been incredibly blessed by opportunities and mentorships that have afforded me the reality of becoming a CFP® professional – a milestone to which the majority of last 6 years of my life have been dedicated.
With Russell’s certification, Yeske Buie now has six CERTIFIED FINANCIAL PLANNERTM professionals on staff. To celebrate his accomplishment, the entire Yeske Buie team held a cross-coast toast to congratulate Russell. Pictured below is a screen shot of our toast with the Virginia office on the left and the San Francisco office on the right. Yeske Buie uses web conferencing software on a daily basis to have meetings with each other as well as meetings with our Clients. The software allows us to bridge the 2,400 mile gap between the two offices and create an environment that feels, as Dave likes to say, “like we are one office with a really long hallway”.
To obtain the CFP® certification, a planner must have satisfied the CFP Board’s “Four Es” – Education, Examination, Experience, and Ethics. Specifically, candidates must hold a bachelor’s degree and must have completed a CFP Board-approved education program covering 78 financial planning topics. After the education requirement is complete, candidates sit for a 10-hour exam administered over the course of two days. After the examination requirement is complete, candidates must then accumulate three years of full-time practice experience (two years if under the direct supervision of a CFP® practitioner) and complete an ethics certification, which includes an inquiry into the candidate’s background and agreement to adhere to the CFP Board’s Code of Ethics. To maintain certification, a CFP® professional is required to complete at least 30 hours of “Continuing Education” credits every two years.
CFP® licensees are held to a fiduciary standard, which requires them to act in utmost good faith in a manner that is in the best interest of their clients. Over its now 40-year history, the CERTIFIED FINANCIAL PLANNERTM marks have emerged as the dominant professional standard in the United States and, through the Financial Planning Board of Standards (FPSB), in 22 other countries as well.