About Schreader Wealth Management

 

 

 

 

In 2011, I officially became a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® mark identifies 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® certificants 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.