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Firm Update: John Sarabia earns CFP®  certification Thumbnail

Firm Update: John Sarabia earns CFP® certification

Senior Client Service Associate John Michael Sarabia joins fellow CERTIFIED FINANCIAL PLANNERPractitioners 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 PLANNERCertification, please visit www.letsmakeaplan.org.

Please help us congratulate John Michael Sarabia in becoming a CFP® professional!

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