September 30, 2010 – Monterey, CA – We are pleased to announce that Steven Merrell, co-founder and Chief Investment Officer of Willow Ridge Capital Advisors, has earned the Certified Financial Planner™ certification from the Certified Financial Planner Board of Standards.
This credential is granted by the CFP Board to financial advisors who have met the Board’s rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
About Willow Ridge Capital Advisors
Willow Ridge Capital Advisors is a private wealth advisor serving families, trusts, and foundations. Our independent ownership and fee-only service model eliminates conflicts of interest found in many traditional financial services companies. Our services include integrated financial planning, wealth management and a full range of investment advisory services. We are a financial fiduciary for our clients. We are registered with the United State Securities & Exchange Commission (SEC). More information can be found at www.WillowRidgeCapital.com or our blog at www.SmartNestEgg.com
About the CFP Board
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 61,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
Willow Ridge Capital Advisors