Financial Advisor Robert Taylor recently passed the rigorous Certified Financial Planner (CFP®) exam and has attained the prestigious CFP designation. Taylor, a financial advisor for Cary Stamp & Company in Tequesta, Fla., has more than 10 years of experience working with companies and individuals as an advisor on wealth management and employee benefits issues.
The CFP certification process is administered by the CFP Board and identifies those who have met stringent professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
CFP designation is the standard of excellence in the financial planning industry. CFPprofessionals have completed extensive training and a comprehensive course of study at a university offering a financial planning curriculum approved by the CFP Board. In addition, CFP candidates must have substantial hands-on experience, including several years of financial planning services to clients before achieving the CFP designation. Only those financial planners who have fulfilled all the certification requirements can display the CFP® trademark, which represents a high level of competency, ethics and professionalism. CFP professionals are held to a fiduciary standard, meaning they are required to act in clients’ best interests.
At Cary Stamp & Co., Mr. Taylor creates comprehensive financial plans, assisting families and businesses with succession planning challenges and educating the heirs of his clients. He is a graduate of the University of Florida with degrees in accounting and finance, and has been a Palm Beach County resident for over 28 years.
“I’m very excited for Rob Taylor and congratulate him on earning his CFP designation,” said Cary Stamp, a CFP professional, Accredited Investment Fiduciary and founder of Cary Stamp & Company. “With Rob’s years of experience and now his CFP certification, he can serve our valued clients with a wide array of wealth management and financial planning services.”
ABOUT CARY STAMP & COMPANY
Cary Stamp & Company offers comprehensive financial services for individuals and families, as well as a suite of services for business owners, real estate professionals and financial services’ executives. Individuals and families frequently benefit from our tax planning, estate planning, insurance and family office services. Business owners and professionals can take advantage of our risk management, 401(k) retirement plan management and asset protection strategies. Working together, our team of experienced financial advisors will tailor your financial plan to help you grow, manage and protect your wealth. Cary Stamp & Co. operates its securities and advisory services through Commonwealth Financial Network, a member of FINRA and SIPC, a Registered Investment Adviser. The corporate headquarters is located at: 110 Bridge Road, Tequesta, FL 33469. For more information, call 561-471-7700 or visit http://www.palmbeachfinancialplanner.com/.