February 3, 2011 – Monterey, CA – We are pleased to announce that Treygon Oler of Willow Ridge Capital Advisors has earned the Registered Paraplanner SM designation from the College for Financial Planning.
This designation is granted to individuals who have successfully completed coursework in financial planning, risk management, investments, tax planning, retirement and employee benefits, and estate planning.
“Since joining the firm last spring, Trey has been a great support to clients and advisors,” said Steve Merrell, Chief Investment Officer at Willow Ridge Capital Advisors. “Trey’s accomplishment underscores our commitment to provide our clients with the best possible financial planning and wealth management services.”
About Willow Ridge Capital Advisors
Willow Ridge Capital Advisors is a private wealth advisor serving families, businesses, 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). For more about Willow Ridge Capital Advisors see www.WillowRidgeCapital.com or our blog at www.SmartNestEgg.com.
About the College for Financial Planning
Founded in 1972, the College for Financial Planning provides accessible and flexible degree, non-degree, and continuing professional education programs to students nationwide. Shortly after its founding, the College introduced the CERTIFIED FINANCIAL PLANNER™ certification, which has evolved into the most recognized and respected financial planning credential, with more than 50,000 professionals in the U.S. having earned the designation
Steven Merrell, CFP®
Willow Ridge Capital Advisors