Blue Rock Financial Group is proud to announce that our CCO & Director of Operations Kelly Kaczmarcyzk has earned their CFP® certification marks authorized by the Certified Financial Planner Board of Standards (CFP Board). According to the CFP Board, only 5.5% who hold this designation are between the ages of 20-29 and only 23.4% are female making Kelly’s accomplishment even more impressive.
The CFP® designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and passed the CFP® Certification Examination. CFP® professionals receive ongoing education requirements and must uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.
Kelly brings her certification to Blue Rock Financial Group’s team of financial advisors and other CFP® professionals to assist clients with comprehensive financial planning, retirement planning, asset management, and corporate retirement planning (among other advisory-related services).
Blue Rock Financial Group specializes in fee-based financial planning for business owners and individuals. The company also provides advising on retirement plans for businesses.
For more information, visit bluerockfg.com or call (302) PLANNER