CFP Board Says: “Let’s Make a Plan”
Kimberly D. Overman, CFP®
President of The Financial Well, Inc.
President of the Financial Planning Association of Florida
Helping to support first large-scale Public Awareness Campaign
Tampa, FL May 5, 2011, – Certified Financial Planner Board of Standards, Inc. has announced its “Let’s Make a Plan” Public Awareness Campaign, designed to help educate Americans about the importance of sound financial planning and raise awareness about the significance of the CFP® certification and the need for competent and ethical financial planning.
Kimberly D. Overman, CFP® is supporting this effort in her local community as well as at the state level by encouraging people to learn more about CFP® certification and financial planning. Ms. Overman traveled to Tallahassee in early May as President of the FPA of Florida to visit with Florida state leadership and regulators to raise awareness of the importance of financial planning in the lives of Florida residents.
“People are pulled in so many different directions when it comes to their finances, but a CFP® professional is uniquely qualified to pull all the pieces together and provide a comprehensive evaluation that looks at the whole picture of a person’s financial life,” said Charles Moran, CFP®, 2011 Chair of CFP Board’s Board of Directors.
“Florida consumers need to know that their financial advisor has the knowledge, experience, and background free from ethical violations to guide them through the maze of financial opportunities and hazards,” said Kimberly D. Overman, CFP®.
The integrated campaign includes national cable television and online advertising in addition to its print advertising.
A public service website – www.LetsMakeaPlan.org – will serve as a core feature of the campaign, where consumers can learn about financial planning, the personalized approach CFP® professionals provide and find a local CFP® professional through a search function.
The Board of Directors approved the four-year, $36 million campaign in November 2010 partly in response to many CFP® professionals who want the public to understand the important role they play in educating Americans on their financial well-being and helping people meet their life goals. The campaign will help provide clarity to consumers who are looking toward designations and certifications to provide guidance on choosing a financial planner or advisor.
“The CFP® mark truly serves as the gold standard for personal financial planning,” said CFP Board CEO Kevin R. Keller, CAE. “Just about anyone can use the term ‘financial planner.’ But only those individuals who have passed a rigorous set of criteria and meet our strict ethical qualifications can call themselves a CFP® professional.”
This is the first large-scale Public Awareness Campaign the organization has underwritten. For more information on the campaign and to find a CFP® professional, visit the public service website at www.LetsMakeAPlan.org.
ABOUT CFP BOARD
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes nearly 63,000 individuals to use these marks in the U.S.
ABOUT KIMBERLY D. OVERMAN, CFP® AND THE FINANCIAL WELL, INC.
Kimberly D. Overman is the President & CEO of the Minority Business Enterprise certified company, The Financial Well, Inc.; a fee-only registered investment advisory firm that offers comprehensive wealth management advisory services to individuals, business owners, and non-profit organizations. With over 28 years experience in the financial services industry, Ms. Overman founded The Financial Well over 10 years ago with a desire to offer services from a life planning holistic and fiduciary perspective.
CONTACT: Kimberly D. Overman, CFP
The Financial Well, Inc.
300 South Hyde Park Ave, Suite 210
Tampa, FL 33606
813-229-2000 Tele
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