Congratulations to Matthew Witter, a Senior Investment Advisor and Financial Planner in our Wealth Management division, for achieving the designation of Certified Financial Planner (CFP®). The CFP® designation is earned by meeting the education, examination, experience and ethics as required by the CFP® Board. This includes adhering to “the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence” in carrying out his advising duties.
Prior to this CFP® designation, Matt had passed his Series 65 exam, earned the AIF® Accredited Investment Fiduciary, the C(k)P® Certified 401(k) Professional designations, and completed extensive coursework through ASPPA.
“The CFP® certification serves as a recognized standard of excellence for competent and ethical personal financial planning and Matt’s professional achievement will enhance the financial planning services which Canon Capital provides our clients,” said Dr. Peter Roland, Managing Director and Founder of Canon Capital Management Group.