Santa Clarita Wealth Adviser Completes Advanced Financial Planning Certification
Niall Shaffery is Vance Wealth’s newest CERTIFIED FINANCIAL PLANNER™ Professional
Santa Clarita, Calif. — Vance Wealth adviser Niall Shaffery has earned the right to call himself a CFP®, which is the industry’s most respected and only board-backed certification for financial planning.
“This designation requires hours of rigorous study, experience and testing, as well as years of continuing education and a steadfast commitment to the highest ethical standards in our industry,” explained John Vance, president and visionary of the Santa Clarita-based firm. “We’re very proud of Niall for continuing to deepen his knowledge and improve his skills for the sake of our clients. His achievement is an excellent example of one of our firm’s core values: a commitment to continuous growth.”
The certification program offered by the Certified Financial Planner Board of Standards Inc. is widely esteemed in the industry. In order to earn the certification, finance professionals must: have three years of professional experience providing financial planning services; demonstrate extensive knowledge in 70 finance topics by sitting for a 6-hour exam; adhere to a code of ethics and standards established by the board; and commit to continuing education.
These rigorous standards ensure that advisers complete the program with an extensive, nuanced understanding of all aspects of the planning process including professional conduct and regulation, risk management, insurance, investment strategies, tax planning, retirement savings, income planning, estate planning, the psychology of financial planning and more.
“The CFP® designation equips me with a comprehensive understanding of financial planning principles and strategies that can help my clients build and preserve a lifetime of wealth,” Shaffery explained. “I can better assess clients' financial needs, create tailored financial plans, help clients navigate the complexes of their financial lives – and I'm committed to doing so. I'm committed to writing the best advice aligned with a client’s goals, values and dreams.”
In a 2020 survey conducted by the CFP® Board, 92% of clients working with a CFP® professional reported that they were very or extremely satisfied with their adviser’s integrity, compared to 81% of those working with a non-certified adviser. In the same study, clients of CFP® professionals rated the value of service 14% higher than clients of non-certified advisers.
“For me, financial planning isn't just a job, it's actually my passion,” Niall Shaffery explained of his choice to further his professional education. “I believe that everyone deserves access to expert financial guidance and a secure future, and this is the best way I can help my clients achieve exactly that.”
Born and raised in Santa Clarita, Shaffery earned his business administration degree with a concentration in finance from Colorado Mesa University and returned to his hometown to study under the professionals at Vance Wealth. Proudly serving Vance Wealth clients, Shaffery brings a wealth of expertise and unwavering dedication to his role.
To see how Niall can help you create a comprehensive financial plan, please call 661-775-0950 to schedule a complimentary consultation, or visit vancewealth.com.
About Vance Wealth
Since 2003, Vance Wealth has served as a premier financial planning practice passionately committed to helping families and businesses succeed at every step of their financial journey. Serving Southern California, the practice delivers innovative and comprehensive wealth management strategies precisely customized to each client’s goals and needs. To schedule a consultation and learn more, call 661-775-0950, email info@vancewealth.com or visit VanceWealth.com.
Disclosures: Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure.
