Baron Financial Group is proud to announce that Nicholas Scheibner, a financial planner with the firm, has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Nick assists the Wealth Management Principals at Baron in developing financial plans, retirement forecasts, and cash flow analyses for our clients.
Nick is a graduate of William Paterson University where he received a Bachelor of Arts degree from the Cotsakos College of Business Financial Planner program, one of the top schools in the country that offer the program. At William Paterson University, he started the first official student chapter of the Financial Planning Association, and was part of the winning team that took 1st place in the National Financial Planning Competition in Denver, CO.
The CFP® certification identifies professionals who have met the high standards of competency and ethics established and enforced by the CFP® Board. CFP® professionals are required to act in their clients’ best interests and have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
CFP® professionals 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. They 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.
“The CFP® mark truly serves as the gold standard for personal financial planning,” said CFP Board CEO Kevin R. Keller, CAE. “Just about anyone can use the term ‘financial planner.’ But only those individuals who have passed a rigorous set of criteria and meet our strict ethical qualifications can call themselves a CFP® professional.”
About Baron Financial Group (www.baron-financial.com)
The Baron Financial Group (BFG) is an independent Fee-Only Wealth Management and financial planning firm with offices in Fair Lawn and Morristown, New Jersey, New York, New York, and Sarasota, Florida. The firm is a Registered Investment Advisor offering objective personal financial advice to individuals without the burden of commissions.