Not everyone who claims to be a financial planner has the adequate experience and training to advise you.
Seek advice and guidance from a Certified Financial Planner. CFPs are held to continuous rigorous educational standards and pledges to act in your best interests
Cresta Advisors is proud to have a CFP as part of our team of advisors to help you identify, set, and achieve your financial goals.
Join us in congratulating Emmanuel for having recently earned his Certified Financial Plannerโข designation.ย This is a great accomplishment for him and our community and a testament of our commitment in continuing the education of our advisors to better serve you. Cresta Advisors is proud to have Emmanuel on our team to help our clients design and implement comprehensive financial planning strategies.
Want to know more? Read this great article from The Wall Street Journal on How to Choose a Financial Planner.
๐๐ฆ๐ณ๐ต๐ช๐ง๐ช๐ฆ๐ฅ ๐๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐๐ญ๐ข๐ฏ๐ฏ๐ฆ๐ณโข ๐๐ฐ๐ข๐ณ๐ฅ ๐ฐ๐ง ๐๐ต๐ข๐ฏ๐ฅ๐ข๐ณ๐ฅ๐ด ๐๐ฏ๐ค. ๐ฐ๐ธ๐ฏ๐ด ๐ต๐ฉ๐ฆ ๐ค๐ฆ๐ณ๐ต๐ช๐ง๐ช๐ค๐ข๐ต๐ช๐ฐ๐ฏ ๐ฎ๐ข๐ณ๐ฌ๐ด ๐๐๐ยฎ, ๐๐๐๐๐๐๐๐๐ ๐๐๐๐๐๐๐๐๐ ๐๐๐๐๐๐๐โข, ๐๐๐ยฎ (๐ธ๐ช๐ต๐ฉ ๐ฑ๐ญ๐ข๐ฒ๐ถ๐ฆ ๐ฅ๐ฆ๐ด๐ช๐จ๐ฏ) ๐ข๐ฏ๐ฅ ๐๐๐ยฎ (๐ธ๐ช๐ต๐ฉ ๐ง๐ญ๐ข๐ฎ๐ฆ ๐ฅ๐ฆ๐ด๐ช๐จ๐ฏ) ๐ช๐ฏ ๐ต๐ฉ๐ฆ ๐.๐., ๐ธ๐ฉ๐ช๐ค๐ฉ ๐ช๐ต ๐ข๐ธ๐ข๐ณ๐ฅ๐ด ๐ต๐ฐ ๐ช๐ฏ๐ฅ๐ช๐ท๐ช๐ฅ๐ถ๐ข๐ญ๐ด ๐ธ๐ฉ๐ฐ ๐ด๐ถ๐ค๐ค๐ฆ๐ด๐ด๐ง๐ถ๐ญ๐ญ๐บ ๐ค๐ฐ๐ฎ๐ฑ๐ญ๐ฆ๐ต๐ฆ ๐๐๐ยฎ ๐๐ฐ๐ข๐ณ๐ฅ’๐ด ๐ช๐ฏ๐ช๐ต๐ช๐ข๐ญ ๐ข๐ฏ๐ฅ ๐ฐ๐ฏ๐จ๐ฐ๐ช๐ฏ๐จ ๐ค๐ฆ๐ณ๐ต๐ช๐ง๐ช๐ค๐ข๐ต๐ช๐ฐ๐ฏ ๐ณ๐ฆ๐ฒ๐ถ๐ช๐ณ๐ฆ๐ฎ๐ฆ๐ฏ๐ต๐ด.