SAGEbroadview would like you to join us in celebrating a noteworthy achievement by our Associate Advisor, Danny Lester – his earning of the CERTIFIED FINANCIAL PLANNER™ marks. We are so excited for what lies ahead for Danny, and very proud of his accomplishments.

Danny Lester, CFP^® on becoming a CERTIFIED FINANCIAL PLANNER™ Professional:

In 2017 I was fortunate to be set on the path to CFP^® certification by one of my college professors. Now, almost six years later, I have fulfilled the requirements, and am now proudly a CERTIFIED FINANCIAL PLANNER^TM professional. I am also grateful to be a part of a team who has supported me throughout the process and who truly believe in the value of holistic financial planning and acting as fiduciaries for each client we serve.

The knowledge I gained during the rigorous certification process will be further enhanced by the continuing education I’ve committed to, and by gaining additional experience working with our clients. For me, the CFP^® certification is an important step toward helping our firm advance our clients’ financial goals and build on our mission statement: Appreciate the Wealth of Your Life.

Danny’s Journey to CERTIFIED FINANCIAL PLANNER^TM Certification:

• Bachelor’s Degree in Finance (Bentley University)
• Master’s Degree in Taxation (Bentley University)
  • Bentley Coursework included: General principles of financial planning, Insurance Planning and Risk Management, Investment planning, Income tax planning, Retirement Planning and Employee Benefits and Estate Planning
• CFP^® Board Approved Capstone Course (Boston University)
• CFP^® Exam Passed: November 2020
  • Nothing like a testing center system glitch that delays the start of the exam by more than two hours to calm the nerves.
  • 2-part, 6-hour exam with a 64% first-time pass rate
• Three years of relevant work experience (equivalent of 6,000+ hours)
• Ethics – background check and pledge to adhere to the high standards of ethics and practice outlined in the CFP^® Board’s Code of Ethics and Standards of Conduct
• CFP^® Certification Achieved: January 2023