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Jessica Smith of CalmWater Financial Earns CFP®

June 8, 2017 | Posted By: Connor Watkins

 

Lexington, SC (May 2017) - Jessica L. Smith of CalmWater Financial, a leading provider of financial services in Lexington, SC, has earned the Certified Financial Planner™ designation. The award was bestowed by the Certified Financial Planning Board of Standards, Inc. She is now among one of the key players in the financial services industry.

 

The CFP® certification process, administered by the CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification mark in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

 

“We are very pleased that Jessica Smith's hard work to earn the privilege of using the CFP® mark affirms her high qualifications as a wealth advisor,” said managing partner Heath Bartlett. “This achievement is a testament to our firm’s commitment to continually improve the quality of advice as we help our clients plan and manage their financial life.”

 

 

About CalmWater Financial
CalmWater Financial has been providing individuals and organizations with financial guidance since 1999. Located at 947 E Main St, Lexington, SC 29072. CalmWater Financial’s advisors pride themselves on crafting unique strategies for each client. For more information, please visit www.calmwater-financial.com.

 

Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a registered investment advisor. Fixed insurance products and services offered by CalmWater Financial are separate and unrelated to Commonwealth.

 

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