Walla Walla, WA – Brian K. Bruggeman CFP®, Financial Advisor at Baker Boyer Investor Services in Walla Walla, WA 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 and renewal requirements. Mr. Bruggeman has worked at Baker Boyer since 2009 and is responsible for advising clients in all areas of financial planning.
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.
“It’s an honor to be one of only four Certified Financial Planners in Walla Walla and I look forward to providing financial planning services to our clients at Baker Boyer,” said Bruggeman.
ABOUT CFP BOARD: 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™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 70,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
ABOUT BAKER BOYER BANK: Headquartered in Walla Walla, Baker Boyer Bank is the oldest independently owned community bank in the state, with 5 branches and wealth management and business banking offices in Yakima and the Tri Cities. They have 174 employees and $557 million in YTD average assets as of September 30, 2014 and currently manage over $1.2 billion in investments, farmland, and other real estate for its investment and trust clients through its Wealth Management Division.Securities and insurance products are offered by Cetera Investment Services LLC, a registered broker-dealer and registered investment adviser, member FINRA/SIPC. Cetera Investment Services is not affiliated with the financial institution where investment services are offered. Investment products are * Not FDIC/NCUSIF insured *May lose value *Not bank guaranteed *Not a deposit * Not insured by any federal government agency.