Adam Robinson Awarded CERTIFIED FINANCIAL PLANNER(TM) Certification.WAKEFIELD, Mass. -- ADAM ROBINSON, CFP([R]), has achieved CERTIFIED FINANCIAL PLANNER Certified Financial Planner (CFP) A person who has passed examinations accredited by the Certified Financial Planner Board of Standards, showing that the person is able to manage a client's banking, estate, insurance, investment, and tax affairs. [TM] status in accordance with CFP Board certification and renewal requirements. Mr. Robinson, of Sentinel Advisors in Wakefield, Massachusetts, works with individual investors to help them prepare, execute and monitor their financial plans. In addition to retirement planning, he provides a wide range of asset allocation, investment planning and wealth allocation services. Mr. Robinson also works closely with qualified retirement plan trustees, helping to navigate the complexities of retirement plan design, investment selection, implementation, and participant education. The CFP([R]) certification 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([R]) Certification Examination. The CFP([R]) Certification Examination requires knowledge of the financial planning process, risk management, investment planning, tax planning, retirement and employee benefits, and estate planning. Mr. Robinson, a Northampton Massachusetts native, is a 1995 graduate of Northampton High School Northampton High School is a private non-boarding school for girls in Hardingstone, Northampton, England. External links
The Bachelor of Business Administration (BBA) is a bachelor's degree in business studies. degree from the University of Massachusetts The system includes UMass Amherst, UMass Boston, UMass Dartmouth (affiliated with Cape Cod Community College), UMass Lowell, and the UMass Medical School. It also has an online school called UMassOnline. in Amherst, Massachusetts. Adam Adam, the first man, in the Bible Adam (ăd`əm), [Heb.,=man], in the Bible, the first man. In the Book of Genesis, God creates humankind in his image as a species of male and female, giving them dominion over other life. currently lives in Methuen, MA, with his fiancee Kristen. About Sentinel Benefits Sentinel Benefits provides employee benefit consulting, administration and brokerage services that include retirement plan and flexible spending account flexible spending account, n an employee reimbursement account primarily funded with employee-designated salary reductions. Funds are reimbursed to the employee for health care (medical and/or dental), dependent care, and/or legal expenses and are administration, COBRA, insurance brokerage and investment advisory services. Sentinel Benefits serves more than 2,500 businesses and corporations throughout the U.S. For more information, please visit www.sentinelbenefits.com. |
|
||||||||||||||
Printer friendly
Cite/link
Email
Feedback
Reader Opinion