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Sarah Oberhofer Receives CFP® Certification, Achieves Platinum Financial Services® Status
By: Ameriprise Financial
Oberhofer successfully completed the rigorous requirements that include course work and a series of examinations covering financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Individuals with the CFP® designation agree to meet ongoing continuing education requirements and uphold the code of ethics and professional responsibility developed by the Certified Financial Planning Board of Standards Inc.
Oberhofer also recently become an Ameriprise Platinum Financial Services® advisor based on the success of her financial services practice. Oberhofer, who joined Ameriprise Financial in 2014 and has 15 years of financial planning experience, is among 12 percent of approximately 10,000 Ameriprise financial advisors to achieve this status.
As a financial advisor, Oberhofer delivers financial advice that is built on solid understanding of client needs and expectations, and is founded on one-on-one relationships with her clients. For more information, please contact Sarah Oberhofer at (262) 785-1010. Her office is located at 16650 W. Bluemound Road, Suite 800, Brookfield, WI 53005.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
At Ameriprise Financial, we have been helping people feel confident about their financial future for over 115 years. With outstanding asset management, advisory and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. For more information, visit ameripriseadvisors.com/
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
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