Associate Wealth Advisor Bret Dayley, MTax, EA, CFP®, Receives his Certified Financial Planner™ (CFP®) Certification
BlueSky Wealth Advisors is pleased to announce that the Certified Financial Planner Board of Standards has awarded Associate Wealth Advisor Bret Dayley, MTax, EA, CFP® with his Certified Financial Planner™ certification.
We are beyond proud of Bret Dayley for obtaining his Certified Financial Planner™ certification. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.
We are proud of Bret and look forward to seeing him grow and prosper at BlueSky as a Financial Advisor. Please join us in congratulating Bret Dayley, MTax, EA, CFP®.