Jonathan Duong, CFA, CFP® has received the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation

DENVER - Feb. 6, 2014 - PRLog -- Jonathan Duong, CFA, CFP®, President and Founder of Wealth Engineers in Denver, CO has successfully completed the rigorous CFP® certification process.  Accordingly, Mr. Duong has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

“The CFP® certification is the gold standard in personal financial planning.  The curriculum covers a wide range of financial planning topics, including retirement planning, insurance, employee benefits, and taxes, which are highly applicable to my clients.  As a CFA charterholder, I believe the CFP® serves as a powerful compliment to the investment and portfolio management foundation of the CFA Program,” said Mr. Duong.

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 CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.  CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.  CFP Board currently authorizes more than 67,000 individuals to use these marks in the United States.  For more about CFP Board, visit www.CFP.net.

About Wealth Engineers

Wealth Engineers (www.WealthEngineersLLC.com) is a fee-only, independent Registered Investment Advisor (RIA) serving clients in Denver, CO, Los Angeles, CA, and across the country.  The firm works with a select group of clients who desire an alternative to the high costs and conflicts of interest of a typical financial advisor.  Wealth Engineers specializes in helping busy professionals, entrepreneurs, and professional athletes to navigate the unique financial challenges they each face and build a more confident path to achieving their goals.

If you would like more information about this topic, please contact Jonathan Duong, CFA, CFP® at (303) 500-3245 or email at JDuong@WealthEngineersLLC.com.