Milestone Wealth is pleased to announce that Belinda Butler, CFP®, recently achieved the designation CERTIFIED FINANCIAL PLANNER™. Belinda has been a key member of the Milestone Wealth team since 2016, serving in the role of Relationship Manager/Chief Compliance Officer.
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.
“We congratulate Belinda on reaching this incredible milestone in her career,” said Dave Hunt, owner of Milestone Wealth. “She is an integral member of our team, and will now be able to offer even more services to the business owners and families that trust us to manage their wealth and investments. Belinda has worked diligently to earn this designation, and deserves great praise for this significant achievement.”