For Immediate Release
October 4, 2016
Norfolk, VA (October 2016): Wall, Einhorn & Chernitzer, P. C. (WEC) is pleased to announce that Lindsey Shaffer, Manager, 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.
Lindsey Shaffer, CPA, CFP® joined WEC in 2010. Her expertise includes individual taxation and planning for high net worth clients. She graduated from BYU Idaho where she earned a Bachelor of Science in Accounting. She earned her Master of Taxation from Golden Gate University.
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: professional conduct and regulation, general financial planning principles, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, 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.
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.