The CERTIFIED FINANCIAL PLANNER™ credential is one of the highest-regarded marks in the industry.
HOUMA, La.—December 8, 2021—Hassell Wealth Management is proud to announce that Wealth Advisor Katie Cuccia Hebert, MBA, has attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
“This is a big deal for a financial advisor,” said Stephen Hassell, himself a CFP® certificant and a Wealth Advisor at the Houma-based financial planning firm. “An advisor is awarded the CFP® designation only after they meet some pretty rigorous requirements.”
To earn the designation, Hebert had to complete a comprehensive education that included:
Personal Conduct and Regulation
General Principles of Financial Planning
Education Planning
Risk Management and Insurance Planning
Investment Planning
Tax Planning
Retirement Savings and Income Planning
Estate Planning
Financial Plan Development
Her studies were capped by an exam that tested her ability to apply her education to real-life situations. The six-hour exam comprised 170 multiple-choice questions and written stand-alone, scenario, and case study questions.
The CFP Board also requires advisors to fulfill an experience requirement and adhere to ethical standards that include serving as a fiduciary to clients at all times.
Hebert said she was thrilled to receive the notice that she had passed the exam.
“I started pursuing the CFP® mark in 2020, so this has been a real commitment,” she said. “When I found out I passed the exam, I felt absolutely elated. Having the certification really expands on my ability to help our clients achieve their goals.”
In addition to the CFP® certification, Hebert holds a Bachelor of Business Administration and Master of Business Administration. She has been with Hassell Wealth Management, a fiduciary, fee-only wealth advisory firm, since 2020.
About Hassell Wealth Management
Hassell Wealth Management is a fee-only, fiduciary Registered Investment Advisor in Houma, La., serving as a financial partner for life’s journeys. We are committed to providing clarity, strategy, and accountability to pre-retirees and retirees, business owners, and mid-career professionals throughout the Gulf Coast. For more information, visit hassellwealth.com.