Waverly Advisors is proud to announce that Evan B. Crouse, CFP®, has obtained his Certified Financial Planner™ certification with the Certified Financial Planner Board of Standards (CFP Board).
Crouse is a Financial Planner and Client Consultant in our Huntsville office. He works closely with clients on their comprehensive financial planning and wealth management strategies, so that they can meet their goals. His previous experience includes his time in the corporate finance department of a leading aerospace manufacturer and his time as an officer in the U.S. Air Force. He currently resides in Huntsville, AL with his wife and two daughters.
For more than 30 years, the Certified Financial Planner™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and they commit to the CFP Board’s ethical standards that require them to put the client’s best interests first.
“It is extremely rewarding to be certified as a CFP® professional,” said Crouse. “Helping people meet their financial goals and needs is very important to me, and with this certification, I’m able to do that and more to ensure that their best interests are being put first.”
A CFP® certified professional is required to complete a CFP Board-registered education program, pass the CFP® exam, hold or earn a bachelor’s degree from an accredited university or college within five years of passing the CFP® exam, demonstrate financial planning experience, and must adhere and agree to the CFP Board’s ethical standards. This ranking and/or recognition does not evaluate the quality of services provided to clients and is not indicative of the future performance of Waverly Advisors, LLC. It should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results, nor should it be construed as a current or past endorsement of Waverly Advisors, LLC by any of its clients.