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Brad Tafoya Becomes a CFP!

Posted by Admin Posted on Apr 23 2014

Tafoya Barrett and Associates PC announces that Brad A. Tafoya, CPA, recently completed all the requirements to become a Certified Financial Planner.

To earn the designation, Tafoya met experience and ethical requirements of the CFP Board, successfully completed financial planning coursework and passed the 10-hour CFP Certification Examination covering these areas: financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning.  Tafoya will use the knowledge obtained from the program, with more than 20 years’ CPA experience, to enhance the holistic financial-planning and wealth-management advice available to the firm’s clients.