Please join us as we congratulate Kristen for successfully passing the CFP® examination in July! Passing the CFP® examination was the final step for Kristen to earn the right to be called a Certified Financial Planner™ (CFP®) professional. CFP® certification requires years of study as well as years of experience to earn the right to use the marks of a CFP®. We look forward to seeing Kristen use her CFP® skillset to serve our clients. With Kristen’s accomplishment, APS now has 7 CFP® professionals on staff (including Joseph, who also recently passed the CFP® examination in July).
Kristen worked as a Registered Paraplanner prior to coming to APS. Kristen began her career at APS in 2009, working as our receptionist. She renewed her Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning upon her coming to APS. Kristen transitioned into our tax department in 2012 and earned a Certificate in Federal Income Tax from the National Tax Training School. In 2014, she became a Salesforce.com Certified Administrator and began taking on responsibilities in managing and maintaining the CRM System at APS, which allowed her to move into her current position as CRM Administrator. Kristen’s broad range of experiences will prove very valuable as she transitions into her future role as a financial planner here at APS. Now that she has attained the CFP® Certification, she looks forward to being able to spend more time with her family, doing more relaxing reading, and serving with the youth ministry team at her church.