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“Nationals October 2019

Bay Point Wealth’s Dan Ebinger earns Certified Financial Planner designation

| November 30, 2020, 04:10 PM

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Dan Ebinger, CFA, CFPBay Point Wealth is pleased to announce that Dan Ebinger, CFA, Financial Advisor, has completed the CFP® Board Examination and obtained his Certified Financial Planner™ certification.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.

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CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

“We are always thrilled and very proud when one of our staff makes an achievement,” said Bill Hufnell, CFP® and co-founder of Bay Point. “Dan is the consummate financial advisor and obtaining the CFP® designation is a reflection of Dan’s drive to continue to learn and provide the best advice to our clients.”

Dan also has his Chartered Financial Analyst (CFA) designation, the most difficult and widely regarded designation to obtain relating to investment knowledge, reflecting Dan’s thorough understanding of securities and investment management. ​

For more information on Bay Point Wealth, please visit their website at www.baypointwealth.com.

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Category: Businesses, LIFE IN THE AREA, Local News, NEWS

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