Clay Acer Earns CFP®

Today I am pleased to announce that Clay Acer, Financial Advisor for Trinity Financial Advisors, has earned his Certified Financial Planner (CFP®) Certification – a nationally recognized mark of achievement for financial planning. While it is not mandatory or essential that professionals hold this certification to provide financial planning counsel, we believe the rigor in earning the CFP® Certification matters, and it has been an aspiration of Clay’s since joining the firm. 

We believe it is important for our clients to have an understanding of what this certification entails. CFP® Certification is administered nationally by the CFP® Board and identifies those professionals who have met rigorous standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence with engaging with clients. Specifically, the CFP® Certification specifically tests for and demands knowledge through the four “Es” – acquired knowledge through Education and coursework, passing an Examination of key principles, a track record of financial planning Experience, and upholding the Ethics of the CFP® Board’s standards of professional conduct, which is continually updated.

Our belief is that CFP® Certification aligns well with the core values and principles that Trinity Financial Advisors was founded on.

Please join me in congratulating Clay on this achievement.