Two Financial Harvest Wealth Advisers Awarded CFP® Certification
May 14 2024 - 8:00AM
Financial Harvest Wealth Advisors, in Winter Park, Florida, proudly
announces that Danica Bolton, CFP® and Alex Swanson, CFP® have
earned their CERTIFIED FINANCIAL PLANNER™ certification, awarded by
the CFP Board of Standards. This honor requires at least two years
of financial planning work experience, successfully completing
financial planning coursework at an accredited college or
university and passing the 6-hour comprehensive CFP® certification
exam. Only approximately one-third of personal financial advisors
in the U.S. achieve this prestigious credential.
Financial Harvest is a family-focused wealth
advisory. Company founder David Witter, CFP®, said, “We
are tremendously proud of Danica and Alex. In addition to requiring
the mastery of rigorous coursework and in-depth experience,
qualifications for achieving a CFP® include a commitment to uphold
high ethical standards, which aligns with the standards we set
internally for all members of the Financial Harvest team.”
Danica Bolton, CERTIFIED FINANCIAL PLANNER™, is
an Associate Wealth Advisor at Financial Harvest. She holds an
M.Ed. from the University of Central Florida, a B.A. from Flagler
College, and has earned FINRA Series certifications 7, 9,10, 63,
and 65. In addition to assisting clients with cash flow needs,
account maintenance, trading, and meeting with clients regularly to
help fulfill their intentions to live their best life, Danica has
recently developed the Financial Harvest Women’s Course, “Building
Your Nest,” designed to help equip women with the knowledge and
skills needed for a solid financial foundation.
“One of the most satisfying aspects of my work,”
said Danica, “is partnering with a client and taking something that
may feel overwhelming to them and then determining a creative,
disciplined and multi-faceted plan to help them reach their
goals.”
Joining the firm in 2022, Alex Swanson,
CERTIFIED FINANCIAL PLANNER™, is an Associate Wealth Advisor at
Financial Harvest. Alex holds a BS/BA from the University of
Florida and has earned FINRA Series certification 65. Alex said,
“For me, listening produces understanding, which is the goal when
meeting with current and first-time clients. Understanding what
someone is experiencing, whether it is the high of a business sale
or the low of a family health concern, allows me to meet people
where they are and know how to help best. It is so fulfilling to
help clients better assess their situations and then lead them on
what to do.”
The CFP Board is the professional body for personal financial
planners in the U.S. The Board consists of two affiliated
organizations focused on advancing the financial planning
profession for the public’s benefit.
The CFP® certification exam covers Professional Conduct and
Regulations, General Principles of Financial Planning, Risk
Management and Insurance Planning, Investment Planning, Tax
Planning, Retirement Savings and Income Planning, Estate Planning,
and the Psychology of Financial Planning.
You can learn more about opportunities for
customized wealth planning with the trained fiduciaries at
Financial Harvest by contacting info@financialharvest.com.
About Financial Harvest Wealth
AdvisorsDavid Witter, CERTIFIED FINANCIAL PLANNER™,
Certified Succession Planner™, CEO and Principal, in partnership
with his wife, Katie M. Witter, licensed fiduciary Investment
Advisor, Certified Succession Planner™, Wealth Advisor and
Strategist and Principal, and Kellen H Williams, CERTIFIED
FINANCIAL PLANNER™, Licensed Investment Advisor and Principal and
their carefully curated team of financial industry professionals,
are dedicated to providing customized, fee-based financial planning
and wealth advisory services. They understand that each client is
unique, and their strategies are tailored to meet individual needs.
Financial Harvest clients generally hold at least $1 million in
assets for investing and are located in Florida, across the United
States, and internationally.
Financial Harvest takes pride in its commitment
to diversity and inclusion, with a majority ownership by women and
minorities.
About Certified Financial Planner Board
of Standards Center for Financial Planning, Inc.Certified
Financial Planner Board of Standards Center for Financial Planning,
Inc. owns and licenses the certification marks CFP® and CERTIFIED
FINANCIAL PLANNER™ in the United States to Certified Financial
Planner Board of Standards, Inc., which authorizes individuals who
successfully complete the organization’s initial and ongoing
certification requirements to use the certification marks. For more
about CFP Board, visit www.CFP.net.
Contact: David Witter Phone: 4079370707 Email:
info@financialharvest.com
A photo accompanying this announcement is available at
https://www.globenewswire.com/NewsRoom/AttachmentNg/a9ed7171-6240-428a-8bed-eafccb5c5ed2