Sara Kermenski of The Richards Group has recently earned the Certified Financial Planner™ (CFP®) designation. She has worked at The Richards Group since 2011 and is responsible for advising employers with the management of their 401(k) and 403(b) plans, as well as helping their employees prepare for retirement.
“Sara has been a valuable member of our team for many years and earning the CFP® designation is a significant step in her continued efforts to add value for her clients,” commented Ben Taggard, VP of Wealth Management at The Richards Group. “The CFP® coursework will supplement Sara’s knowledge and help in both her work with individuals and when consulting with employers regarding their retirement plans. We’re proud of Sara for the effort she has put into her professional development and for this accomplishment”.
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.
The Richards Group, headquartered in Brattleboro, Vermont, has provided local Insurance, Employee Benefits and Retirement Plan solutions to clients throughout Vermont, New Hampshire and Massachusetts since 1867. The firm currently has over 115 employees and was named one of the “Best Places to Work in Vermont” in each of the past 3 years by Vermont Business Magazine and the Vermont Chamber of Commerce.