Daniel Shive of Parrott Financial Earns CFP® Certification

on Jan 15, 2014 in Announcements: Financial Planning, Announcements: Life Insurance, Staff News

As featured in the Triad Business Journal. Click here.

Daniel Shive, CFP®, of Parrott Financial in Lexington, NC, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Shive specializes in comprehensive investment planning and life insurance solutions to individual and business clients.
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. 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.

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