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  • Scott Fisher earns CERTIFIED FINANCIAL PLANNER™ marks

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    May 31, 2019
    Scott Fisher, Financial Consultant at John Graham & Associates in East Peoria, IL, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Mr. Fisher has worked at John Graham & Associates since 2018. As a financial consultant, he helps people better understand their financial situation and create a path for them to reach their life and financial goals.
     
    The CFP® marks identify those 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® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
     
    John Graham & Associates helps individuals, businesses and not-for-profits with retirement planning, college expense planning, financial goal planning, risk management, and a broad array of investments.  Its office is located at 300 E. Washington St., Suite 4, East Peoria, Ill. Its consultants can be reached at 309-699-6608 or 1-800-846-8676.
     
    Securities, insurance and investment advisory services are offered through Midwestern Securities Trading Company, LLC (MSTC).  Member FINRA/SIPC. MSTC and JGA are affiliated.
    Contact:
    Natalie Livingston, Director of Marketing
    (309) 699-6608