Angela Garofalo earns CFP Certified Financial Planner

 

Untracht Early Executive Director of the Family Office and Business Support Services practices, Angela Garofalo earns CFP ® credential.  The firm congratulates Angela Garofalo for having received her certification as a Certified Financial Planner™ from the Certified Financial Planner Board of Standards.  The CFP® professional designation 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 with proficiency in the areas of:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.

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