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Congratulations to Nikolas Boyce, CFP

We’re pleased to announce that Nikolas Boyce, a financial planning associate and investment analyst with KFG, has earned the Certified Financial Planner (CFP)® designation from the Certified Financial Planner Board of Standards. Nikolas, who has been with Kahler Financial Group since March 2014, is responsible for analyzing investments and conducting analyses related to clients’ estate, tax, risk management and retirement cash flow plans.

To earn the CFP® designation, applicants must have successfully completed rigorous 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® professionals 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.

Completing this requirement is one more measure of Nikolas’s professionalism, hard work, and commitment to fiduciary financial planning. It’s a pleasure to celebrate this career milestone with him.

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