To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements.
Cooke Capital founder and president, Charlie Cooke says "Haley is a motivated young professional that is dedicated to enhancing client satisfaction and confidence in each individual's financial future. Cooke Capital is delighted to have such an energetic contemporary who has helped modernize our business model to outfit the rapidly changing times in our profession. We are very proud of her accomplishments and excited to see what her future holds."
According to the CFP Board only 23.2% of CFP® professionals are women and 5.4% are under the age of 29.
Please join us in congratulating Haley on her achievement!