Copper Leaf Financial Announces Breanna Sykes Has Achieved CFP® Certification
WILLISTON, Vt., December 12, 2022 – Copper Leaf Financial is thrilled to announce that Wealth Advisor Breanna Sykes has successfully completed the coursework and has passed the CFP® Certification Examination. Breanna is now authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
The CFP® moniker identifies 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. 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.
Breanna is part of Copper Leaf’s team of advisors responsible for providing advisory and investment management services to clients. Breanna’s work focuses on employee and employer plan benefits, insurance planning, intergenerational planning, and retirement planning (among other advisory-related services).
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. For more about CFP Board, visit www.CFP.net.
Copper Leaf Financial, LLC is a fee-only, fiduciary registered investment advisor, serving clients nationwide from offices in Williston and Rutland, VT. The firm provides true wealth management to successful business owners, professionals and families seeking tax-aware, holistic, evidence-based planning and advice. The firm includes a leadership team with licensed CPAs and Certified Financial Planner® professionals who can contribute an unparalleled understanding of how taxes impact your decisions about retirement, estate planning, investments, and insurance. For more information visit www.copperleaffinancial.com.
Breanna Sykes, CERTIFIED FINANCIAL PLANNER™ professional