Thursday, April 7, 2011

MCM’s Melissa Donovan Earns Prestigious Certified Financial Planner Certification

Meyer Capital Management proudly announces that Melissa Donovan, Managing Director, was granted the Certified Financial Planner (CFP®) designation by the Certified Financial Planner Board of Standards, Inc. The CFP® mark is the best-known financial planning designation and is awarded to those individuals who successfully meet the CFP Board’s rigorous requirements in EDUCATION, EXAMINATION, EXPERIENCE & ETHICS. Of the estimated 250,000 people calling themselves financial planners, less than one quarter of them (22.6%) have earned the coveted Certified Financial Planner mark.

“MCM clients are well aware of the value & expertise Melissa brings to their relationship with MCM. The CFP® designation gives formal recognition to her hard work, extensive knowledge and experience,” said MCM President & Chief Investment Officer, Tim Meyer. He also stated, “Melissa’s CFP® certification fits nicely into MCM’s Registered Investment Advisory (RIA) business because both carry the fiduciary standard – professionals who are required to put their clients’ needs first.”

No explicit changes are planned to MCM’s professional service offerings. Rather, clients will simply continue to benefit from Melissa’s involvement in their investment management relationship with MCM as before.

Congratulations, Melissa!

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1 Comments:

Anonymous online cfp certificate said...

Congratulations. Getting certified in that field is not an easy thing to do. The state board just makes sure that they only give the certification to those deserving and responsible enough financial planners. Good Job!

August 22, 2011 at 6:20 AM  

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