Phoenix, Az, January 2006 - Michael Andrews, EA, CPA, CFP® was recently admitted to membership in the Sports Financial Advisors Association. Membership is limited to experienced planners who have or are currently providing advisory services to professional athletes. For more information, please click the link below.

Sports Financial Advisors Association

Green, Ohio, October 2005 - Carolyn Housley received the Estate Planning Specialist Designation from Hondros College as part of her ongoing continuing education requirement for insurance licensing in the State of Ohio.

Green, Ohio, May 2005 - Carolyn Housley recently became licensed in the State of Ohio as an Investment Advisor Representative. Carolyn is now able to draw on her extensive tax and financial background to offer fee-based advisory services to her clients.

Green, Ohio, October 25, 2004 ­  Michael Andrews, CFP®,  President of Andrews Advisors, Inc. in Green, Ohio has been authorized by Certified Financial Planner Board of Standards Inc.(CFP Board) to use the CFP®, Certified Financial Planner™  and CFP (with flame logo)® certification marks in accordance with CFP Board certification and renewal requirements. Mr. Andrews is an Enrolled Agent, a Certified Public Accountant, and specializes in wealth management and related tax issues.

These marks identify those individuals who have met the rigorous experience and ethical requirements,  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. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

CFP Board, a nonprofit regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning. CFP Board owns the certification marks CFP® , Certified Financial Planner™ and CFP (with flame logo)® , which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 42,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.

 

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