LOS GATOS, CA – MARCH 9, 2011 – Opes Advisors is pleased to announce that Ann Timoney, CFP®, Financial Advisor and Mortgage Advisor, has been authorized by Certified Financial Planner Board of Standards Inc. to use the CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks in accordance with CFP Board certification and renewal requirements. The CFP® mark identifies individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering areas in financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
Ann has been a Series 65 Registered investment Advisor representative since 2006 and is a licensed mortgage advisor with more than 30 years of mortgage lending experience. She has closed more than $1 billion in mortgage loans. Diana Andrews, Opes Advisors’ Regional Production Manager, commented, “Ann’s accomplishment in becoming a CFP® certificant demonstrates her commitment to our clients. She can now offer clients a comprehensive understanding of how their financial decisions fit with their lifestyle ambitions and retirement goals.”
Ann works in Opes Advisors Los Gatos office located at 750 University Avenue, Suite 275, Los Gatos, CA 95032. Ann can be reached at firstname.lastname@example.org or 408-458-3504.
About CFP Board
CFP Board, a nonprofit regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning. CFP Board owns the certification marks CFP® and Certified Financial Planner™ which it awards to individuals who successfully complete initial and ongoing certification requirements. www.CFP.net.
About Opes Advisors
Opes Advisors is a premier financial advisory firm specializing in residential mortgage banking and wealth management. Opes Advisors provides comprehensive advisory services in personal finance management including real estate, real estate financing, investment management, and strategic tax and financial planning. Opes Advisors is licensed by the CA Dept. of Real Estate #01458652 and NMLS 235584. Equal Opportunity Lender. Opes Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC). www.opesadvisors.com.