Edward Jones’ Wangen receives Certified Financial Planner certification
Published 1:00 pm Wednesday, December 27, 2023
Financial Advisor Jaclyn Wangen of the financial services firm Edward Jones in Austin, has received the Certified Financial Planner or CFP, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).
Becoming a CFP professional expands a financial advisor’s knowledge base in the following areas:
- Financial management
- Tax-sensitive investment strategies
- Retirement savings
- Insurance planning
- Education planning
- Estate Considerations
In addition to the education and examination components of certification, Wangen also has committed to abiding by the CFP Board’s Code of Ethics and Standards of Conduct.
Wangen‘s office is located at 1405 15th Ave NW in Austin. She and branch office administrators Mary Flaherty and Shelby Hullopeter can be reached at 507-437-7601. You can also visit her website at www.edwardjones.com/jaclyn-wangen.