If you're a client of Saratoga Financial Services, it's likely you've come in contact with our Operations Research Associate, Andrew Chapman. He's been an employee for six years and plays an active role assisting in the following areas; researching investments, analyzing portfolios, and servicing accounts at SFS. Dedicated to continuing his studies in the industry, Andrew has earned the CERTIFIED FINANCIAL PLANNER™ designation!

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, 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.

 

Congratulations, Drew!