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Meet the Team: Bart Valley, Chartered Financial Analyst
As we eagerly open a new chapter in 2021, we are excited to introduce the newest addition to our Morris Financial Concepts family. Bart Valley…
As we eagerly open a new chapter in 2021, we are excited to introduce the newest addition to our Morris Financial Concepts family. Bart Valley…
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.