MOUNT PLEASANT – Whitney Rogers, a financial advisor with Edward Jones in Mount Pleasant, has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, awarded by the Certified Financial Planner Board of Standards (CFP Board).
The CFP® designation is recognized as one of the highest standards in the financial services industry. To achieve certification, Rogers completed rigorous coursework and examinations covering a broad range of topics, including: Financial management, Tax-sensitive investment strategies, Retirement savings, Insurance planning, Education planning, and Estate considerations.
In addition to meeting the education and examination requirements, Rogers has pledged to uphold the CFP Board’s Code of Ethics and Standards of Conduct.
Rogers works alongside Branch Office Administrator Keelyn Kauffman at the Mount Pleasant Edward Jones office. They can be reached at 319-385-3411, or online at edwardjones.com/whitney-rogers.
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