News By Tag
News By Place
Catlett Earns the CFP® Certification
By: C&J Wealth Advisors
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 agree to meet ongoing continuing education requirements and to uphold CFP Boards' Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Cassandra is also a Certified Public Accountant and assists the financial advisors and clients to develop financial plans that assess, manage, and strategize for long-range growth. Recently, she served as an Associate Professor of Accounting for Carson Newman University. She holds BS degrees from Carson-Newman University in Accounting and Computer Information Systems and a MAcc from the University of Tennessee.
About C&J Wealth Advisors
C&J Wealth Advisors is an independent, fee-based wealth management firm serving the greater Knoxville, Oak Ridge, and surrounding East Tennessee communities since 1982. Their commitment begins with an understanding and appreciation that clients have worked hard for the assets they have accumulated and deserve experienced advisors with a deep sense of integrity, fiduciary responsibility, and care. http://www.cjwealth.com