Sanderson Wealth Management, LLC is pleased and proud to announce that two of our team members have recently been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks.
Caleb E. Jennings, MBA, CFP®, CIMA®, Vice President, has been with Sanderson since 2005 and his primary role is as a relationship manager. Caleb also co-manages the performance reporting system. He serves as a mentor for Sanderson’s financial analysts, and is a member of both the investment research team and the investment committee.
Since joining the firm in 2006, Timothy J. Domino, CPA, CFP®, Director of Tax, has lent his considerable tax and investment experience to Sanderson Wealth Management. He is responsible for the development and execution of tax and estate planning strategies for Sanderson’s investment clients in a manner consistent with their overall financial goals and expectations. Tim is also in charge of managing the firm’s federal and state income tax compliance services.
About the CFP® mark.
The CFP® marks identify those 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.
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. CFP Board currently authorizes more than 70,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
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