CLIFTON PARK — Holistic Wealth Advisors (HWA), a Clifton Park-based wealth management practice, has announced that financial advisors Lakshmi Nagarajan has earned her Certified Financial Planner™ designation from the Certified Financial Planner Board of Standards.
Lakshmi Nagarajan joined HWA in 2011 as a Financial Advisor, after a decade-long career at Genworth Financial Securities leading their Broker Dealer Operations team. She brought her passion for partnering with clients to provide the intelligent advice needed for holistic financial decisions, supporting clients’ entire financial picture with plan-based, objective guidance.
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.
“People are busier than ever and need someone who can thoughtfully help them navigate their entire financial picture,” noted Nagarajan, regarding her pursuit and attainment of the CFP® designation. “Marrying financial planning, estate planning, taxes, retirement planning, risk management, and investment planning enable us to provide our clients with a holistic plan which allows them to be empowered and educated regarding their financial wellbeing. The CFP® designation, which focuses heavily on fiduciary responsibility, requires a deep dive into this subject matter, and allows me to serve clients in a more robust manner.”
