Achieving the CFP® certification requires a significant investment of time, discipline, and determination. Candidates must complete extensive coursework, master a comprehensive body of knowledge, meet strict experience requirements, and pass a challenging multi-hour exam that covers every aspect of financial planning. Serena’s accomplishment is a testament to her tireless studying, deep commitment to the profession, and unwavering dedication to serving clients at the highest standard.
“We are incredibly proud of Serena for reaching this milestone,” said Managing Partner, Derek Reed. “Her journey to earning the CFP® designation has been marked by long nights of studying, relentless hard work, and a true passion for helping individuals and families achieve financial clarity and confidence. This achievement not only elevates her expertise but strengthens the entire firm.”
The firm’s founding partner echoed that praise. David McKechnie, Founding Partner added, “Serena’s dedication and perseverance have been inspiring to our entire team. The CFP® credential reflects her commitment to excellence and her drive to continue growing as a professional. Our clients will greatly benefit from the depth of knowledge and perspective she brings.
As a CFP® professional, Serena will continue to bring advanced knowledge in retirement planning, tax strategies, estate planning, investment management, risk management, and holistic financial planning—empowering clients with thoughtful, comprehensive guidance tailored to their goals.
For more information about Beauport Financial Services or to schedule a consultation with Serena, please visit www.beauportfinancial.com or call 978-283-0748.
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