We are proud to announce that Capital Advantage Financial Advisor Ian Burkhard, CPA, CFP® has successfully passed the Certified Financial Planner® (CFP®) exam and attained his CFP® certification!
This significant achievement highlights Ian’s dedication, hard work, and commitment to providing the highest level of financial planning expertise to our clients. Attaining the CFP® designation is a testament to Ian’s deep understanding of financial planning principles, ethics, and practices.
Please join us in congratulating Ian on this significant milestone. His new CFP® credential enhances our team’s capabilities and reinforces our dedication to providing top-tier financial services to our clients.
