Cathy Schaeffer and Hollina Wadsworth Achieve National Certifications
Cathy Schaeffer, Assistant VP and Family Advisor, and Hollina Wadsworth, Financial Planner, have been awarded the Certified Financial Planner™ designation by the CFP® Board.
“National certifications validate an advisor’s experience and depth of education in the financial services industry, and give additional confidence to our clients of the expertise of our amazing staff,” said Mark Kajita, President and CEO. “Cathy and Hollina have accomplished important professional milestones with these certifications. This will help to ensure Baker Boyer continues to provide our clients with the experience and expertise to guide them along their financial journeys.”
Cathy Schaeffer, Family Advisor, draws on more than two decades of diverse professional experience to understand each client’s unique story and help them meet their financial goals. This new certification will supplement Cathy’s expertise in opening dialogue on difficult topics, financial planning, and identifying strategies to empower businesses and families along their financial journeys.
Hollina Wadsworth specializes in developing and delivering financial plans. As a CERTIFIED FINANCIAL PLANNER™, Hollina takes seriously her fiduciary responsibility and will not make a recommendation unless it is in the best interest of her client. By taking time to truly listen and understand the complexities of each client’s unique situation and life aspirations, Hollina is able to create robust plans that help her clients navigate their financial journeys with confidence and maximize their goals.
The CFP® Certification Examination is designed to assess an advisor’s ability to integrate and apply a broad base of financial planning knowledge in the context of real life financial planning situations. CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification.
ABOUT THE CFP® BOARD: CFP® Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements. For more information, visit https://www.cfp.net/home.