LAURIE — Jacob Sullivan, a Vice President/ Investment Officer with the Laurie, branch of Wells Fargo Advisors, has earned the certification of Certified Financial Planner professional, or CFP professional, as authorized by the Certified Financial Planner Board of Standards.
The CFP certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and who have passed the 10-hour CFP Certification Examination covering the following areas: the financial planning process, retirement and employee benefits, investments, tax planning and management, risk management and estate planning.
CFP certificants also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Sullivan has been a financial advisor with Wells Fargo Advisors for four years and has eight years of experience in the brokerage industry. He has a Bachelor of Science in Business Administration from Nicholls State University. He is the immediate past president and member of the Laurie-Sunrise Beach Rotary Club. Sullivan lives in Osage Beach with his wife, Beth, and their daughter.
Release courtesy of Wells Fargo Advisors.