3340 Tully Rd, Suite B4, Modesto, CA 95350 | t: 209.857.5207 | f: 209.857.5098 | www.blomandhowell.com
I am excited to write to you today to share some exciting news that recently occurred at Blom & Howell Financial Planning.
Please join me in congratulating my friend and colleague, Michael Howell, who recently received the CERTIFIED FINANCIAL PLANNER™ designation.
Becoming a CFP® professional is one of the most difficult and stringent processes in the financial services industry, as I am sure Michael can attest. To become certified, candidates must meet education and experience requirements, as well as pass the difficult and comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Successful passage of this exam requires a deep knowledge and understanding in areas of retirement, investing, education, insurance, taxes, and estate planning.
Furthermore, the CFP® professional makes a commitment to the CFP Board to abide by standards set forth in CFP Board’s Code of Ethics and Standards of Conduct. They are also held to a fiduciary standard of care, committing to serve the best interests of their clients at all times.
I have known and worked alongside Michael for eight years and have played a part in his understanding and growth in this industry. Without reservation I can say he loves to provide guidance and counsel in all areas of his client’s financial planning as it relates to their objectives.
This is just another area in which we are committed to you, our clients, here at Blom & Howell Financial Planning.
We know financial planning is a dynamic process and means something different for every family and we are committed to providing you a high standard of financial planning to the best of our abilities.
Please join me in congratulating Michael Howell. If you’d like to send him well wishes, his email is email@example.com.
Gary G Blom
Securities offered through SCF Securities, Inc. • Member FINRA/SIPC
Investment advisory services offered through SCF Investment Advisors Inc.
155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX
SCF Securities, Inc. and Blom & Howell are independently owned and operated.