Firm Update: John Sarabia earns CFP® certification

Senior Client Service Associate John Michael Sarabia joins fellow CERTIFIED FINANCIAL PLANNER^™ Practitioners Abbey Spoo and Dale Skogstad, providing top tier financial planning knowledge and expertise to Marquette Wealth Management’s clients.

The full-day CFP^® exam evaluates competency levels in the major financial planning topics of Investments, Retirement, Tax, and Estate Planning. The examination also assesses the candidate’s ability to apply their knowledge to real-life scenarios. Along with fulfilling the education, experience, and ethics requirements, John has proven to the Certified Financial Board of Standards, Inc. (CFP^® Board) that he has attained the knowledge and competent work experience to support our clients with their holistic financial planning needs.

To John and Marquette Wealth Management, the CFP^® certification represents the standard of excellence in comprehensive financial planning. The CFP^® Board and Marquette share many of the same principles and values: always acting in their clients’ best interests and providing expert financial planning and investment advice with integrity.

For more information about the CFP^® Board and the CERTIFIED FINANCIAL PLANNER^™ Certification, please visit www.letsmakeaplan.org.