DEC Presents: Free 1-on-1 Certified Financial Planning with Luke Fields, CFP® Financial Advisor, RJFS, Vice President, Foley & Foley Wealth Strategies, An Independent Firm. Please join Luke in the Metro Conference Room at the DEC, 565 Metro Place South, Suite 300. To schedule your 1-on-1 with Luke, please call (614)[masked]begin_of_the_skype_highlighting (614)[masked] end_of_the_skype_highlighting x113. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.
What Is a CERTIFIED FINANCIALPLANNER™ Professional?
A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. What are the requirements?
- Bachelor's degree from an accredited school
- Complete a CFP® Board-registered education program
- Pass the 10-hour CFP® certification exam
- Three plus years of qualifying full-time work experience in financial planning
- Pass a professional fitness standards and background check
- Continuing education
Luke is a CERTIFIED FINANCIAL PLANNER™, and holds Series 7 and 66 securities licenses, as well as State of Ohio Life, Health and Variable annuity licenses. In 2001, he graduated from The Ohio State University, Fisher College of Business. Prior to joining Foley & Foley Wealth Strategies, Luke launched his professional career as a successful Executive Sales Representative with Eli Lilly Pharmaceuticals.
Directions to the Metro Data Center at 565 Metro Place South, Suite 300, Dublin, Ohio 43017. Free Parking available.