San Diego, CA January 19, 2022 - Today we are excited to announce that Claudia Herrera, Financial Advisor at Well-Traveled Wealth, has earned the CERTIFIED FINANCIAL PLANNER™ certification. The CFP® designation is widely known as the standard of excellence in the financial planning industry. She has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with the CFP Board certification and renewal requirements.
"I pride myself on doing what is best for my clients and the only way I can continue to do that is if I keep educating myself. The journey to becoming a Certified Financial Planner has taught me a lot and I plan on continuing to better myself by upholding the CFP standards," said Claudia. This journey began for Claudia back in February of 2020, when she was accepted into the Executive Financial Planner Advanced Certificate Program at San Diego State University. This graduate level certificate program consisted of five core classes covering the topics of the CFP® exam and a sixth financial planning practicum course. This course required her to apply the CFP Boards 7 Step Financial Planning Process by developing and presenting a comprehensive financial plan to her peers. Successful completion of this program was a prerequisite to being able to sit for the CFP® exam, which she successfully passed in November 2021. We commend Claudia on her dedication to furthering her education in an effort to better serve her clients. At Well-Traveled Wealth, our sole focus is bettering the lives of the clients we have the privilege to serve and we will continue to make advancements – whether educational or technological -- to ensure we are doing so.
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.
About CFP Board
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. For more about CFP Board, visit www.CFP.net.
About Well-Traveled Wealth
Well-Traveled Wealth is a wealth empowerment firm in San Diego, California founded by Todd and Yesenia Beckmann. With a belief in an understandable, practical approach to financial planning, the advisors of the firm see wealth as a catalyst for all the amazing experiences life has to offer. Well-Traveled Wealth is committed to providing superior financial planning services and investment management through client collaboration, education, and experience. As an independent financial planning practice, advisors take a customized approach to developing solutions for clients. The team operates on a foundation of transparency and places the client’s best interests first, to strategically align with individual objectives and life goals.