Posts Tagged ‘certified financial planner’

Smith completes exam

by MBJ Staff Published: October 21,2012

Tags: Art Smith, Barnes-Pettey Financial Advisors, certified financial planner

Art Smith, financial advisor, has successfully completed the certified financial planner (CFP) exam. Smith has been with Barnes Pettey Financial Advisors, LLC, for 16 years and was named a partner of the firm in 2005. [...]

MacKenzie earns CFP

by MBJ Staff Published: October 15,2012

Tags: Ameriprise Financial, certified financial planner, Robert Stuart MacKenzie

Robert Stuart MacKenzie, a private wealth advisor with Ameriprise Financial in Kosciusko, has achieved the Certified Financial Planner (CFP) certification. MacKenzie successfully completed the rigorous requirements that include course work and a series of examinations covering the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. The […] [...]

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