Community



Congratulations to Joshua Houle on earning his CFP® Certification!

Congratulations to Joshua Houle on earning his CFP® Certification!

Monadnock Capital Group is thrilled to congratulate Joshua Houle on accomplishing his goal of earning the CERTIFIED FINANCIAL PLANNER™ professional certification.  We are proud to recognize this significant accomplishment and Josh’s hard work and determination.  There are strict requirements to even be considered to take the CFP® board exam.  Offered only a few times a year, the exam is a computerized six hour, 170-question exam designed to test a professional’s ability to apply a range of financial planning knowledge in real life situations.  The CFP® designation is one of the highest standards of excellence in the field of personal financial planning. 
CFP® professionals are trained in the fundamentals of financial planning, estate planning, insurance planning, investments, retirement planning and tax planning.  Less than 25% of practicing financial advisors are CFPs®.  Certified Financial Planners are required to maintain their certification too.  It’s not a “one and done” designation.  At Monadnock Capital Group, we are proud to now have two (2) existing CFP® professionals on our team – Carl J. Gravina, CFP and Joshua I. Houle, CFP.
CONGRATULATIONS, JOSH HOULE, CFP®!
 
 
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities and investment advisory services offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA/SIPC, and SEC registered investment adviser.?? Investment Advisory Services may also be offered through Steward Partners Investment Advisory, LLC, an SEC registered investment adviser.?? Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated.?? Monadnock Capital Group is a team at Steward Partners.??  
 
AdTrax 5359803.1  exp 12/24