Betty S. Thomas, ChFC®, CFP® and Senior Wealth Planner at Lassus Wherley, a Subsidiary of Peapack-Gladstone Bank, 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. Betty joined Lassus Wherley in 1999. As a Senior Wealth Planner Betty is responsible for the development of financial plans to help individuals and families take control of their financial affairs and have the peace of mind that comes from knowing they have laid the groundwork for a more secure financial future. Our firm encourages credentials such as CERTIFIED FINANCIAL PLANNER™ to enhance our advisors’ ability to meet the increasingly complex and broad-based needs of our 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.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 80,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.