Daniel Beutel Becomes a CFP

We are very proud and excited to announce that Daniel Beutel has passed the CFP® (Certified Financial Planner) examination. The CFP ® certification is the standard of excellence in financial planning. Professionals with this designation have met extensive training requirements and committed to the CFP Board to act as fiduciary when providing financial advice to clients. This means they have agreed to put your best interests first.
Please join us in congratulating Daniel on his fine professional accomplishment!