Waverly Advisors is proud to announce that Ashley Tucker, CFP®, has obtained her Certified Financial Planner™ certification with the Certified Financial Planner Board of Standards (CFP Board). Tucker, a Financial Planning Associate, is responsible for coordinating and interacting with clients on a variety of financial matters including retirement planning, investment management and estate reviews. Ashley and her husband live in Pace, Florida with their son and are awaiting the arrival of their daughter.
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 CFP Board’s ethical standards that require them to put the client’s best interests first.
“I am a people person. As a CFP® professional, I establish one-on-one relationships with each of my clients,” says Tucker. “Helping individuals and families find their financial footing is such a rewarding experience and it’s what motivates me every day.”
Click here to learn more about Ashley Tucker.
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.