Judy Alexander-Wasley, of Ciccarelli Advisory Services, recently earned her certified financial planner certification.
“Throughout her five years with CAS, Judy has consistently demonstrated a willingness to learn and grow in her role as an adviser,” said Ray Ciccarelli, vice president and co-founder of Ciccarelli Advisory Services. “Her educational attainment is a prime example of her dedication to serving the ever-changing needs of our client families.”
The certification covers the financial planning process and regulatory environment, planning for retirement needs, investment management, insurance planning, income taxation and estate planning. Alexander-Wasley is the eighth adviser to receive this certification on her team.