SUGAR LAND, TX (January 18, 2011) – WJ Interests, LLC, is pleased to announce that J. Derek Finley has completed the requirements and is now a CERTIFIED FINANCIAL PLANNER, as designated by the Certified Financial Planner Board of Standards, Inc. CFP® designation is one of the most difficult certifications financial planners can earn, and denotes such planners as having achieved the highest levels of education and fiduciary responsibility. WJ Interests president Bill Jameson was certified in 1999; chief investment officer Jared Jameson earned his certification in 2000.
“Derek has worked hard during the past three years to meet the stringent requirements of this designation,” said Jared Jameson.
Finley joined WJ Interests in December 2007 and is the first associate to be added since the company was founded in 1996. He is a 2007 graduate of the financial planning program at Texas Tech University, one of the few financial planning college programs in the country.
CFP® professionals must develop their theoretical and practical financial planning knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP Board. They then must pass a comprehensive two-day, 10-hour CFP® certification examination that tests their ability to apply financial planning knowledge in an integrated format. Based on regular research of what planners do, the exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
WJ Interests provides financial planning and investment services to an array of clients, including individuals, families, businesses and foundations. Headquartered in Sugar Land, the firm works with clients from across Texas and the US.
“We work to assist clients in realizing their financial goals,” said Bill Jameson, “by providing fee-only, objective financial planning and investment management with a focus on personalized service and open communication. We want to understand each client’s unique financial goals and keep those goals at the forefront of each financial recommendation.”
For more information, contact WJ Interests at 281-634-9400 or firstname.lastname@example.org.