Matthew Trujillo earns CFP®


He’s put in a lot of hard work and we are now excited to announce Associate Financial Planner Matt Trujillo’s diligence has paid off. Matt passed his certification exam and has earned the designation of a Certified Financial Planner®. According to the CFP® Board, the designation is for individuals who meet rigorous professional standards and agree to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. We have no doubt he will do all that and more!

In typical Matt fashion, he put all the hard work into perspective.

Two years of classes, 3 months of intense study, a 2 day/10 hour exam, and all I get is three letters on my business card? Seriously, I’m very happy and excited to join the ranks of those that proudly carry the marks and call themselves Certified Financial Planners®.”