Hello from Sycamore,
We are thrilled to announce the recent achievements of two outstanding members of our team, Allison Rumschik and Brent Yard. Both Allison and Brent have successfully completed the rigorous coursework, passed the comprehensive 6-hour final exam, and have now earned the prestigious marks of Certified Financial Planners™.
The CFP® designation identifies individuals who have met the stringent experience and ethical standards set by the CFP Board. This includes the successful completion of financial planning coursework at an accredited college or university and passing an exam that covers a wide range of topics: Professional Conduct and Regulations, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning, and the Psychology of Financial Planning.
Certified Financial Planner™ professionals commit to acting as fiduciaries, which means they always act in the best interests of their clients when providing financial advice. Allison and Brent have demonstrated their dedication to this principle, showcasing their commitment to providing superior results for our clients, our industry, Sycamore, and themselves. We could not be prouder of the dedication and commitment they’ve demonstrated.
Sycamore Financial Group understands that each individual has unique financial aspirations. Consistently achieving these goals hinges on a close relationship with a trusted, knowledgeable financial advisor. With decades of experience in investment management and financial planning, our team is dedicated to strategically safeguarding and enhancing the assets of our clients. We prioritize three objectives for our client’s portfolios: delivering solid returns, minimizing volatility, and optimizing tax efficiency.
Our enduring relationships attest to the quality of service and tangible investment outcomes we provide. By comprehensively understanding your financial goals and objectives, we collaborate to craft a tailored plan that aligns with your specific investing, retirement planning, or college savings strategies. At Sycamore Financial Group, we are committed to guiding you toward financial success with expertise, dedication, and personalized attention.
Please join us in congratulating Allison Rumschik and Brent Yard on their impressive accomplishments and their continued commitment to excellence in financial planning.
Sincerely,
The Sycamore Financial Group Team
