Congratulations to Rhett Sorensen, who passed his CFP® exam in November and now officially holds the CERTIFIED FINANCIAL PLANNERTM designation. CFP® certificants must meet rigorous education, training and ethical standards.
Says Rhett, “It was quite a journey with an energetic baby boy and a wife who’s 17 weeks pregnant… a lot of sacrifices and long evenings, but the knowledge gained and its ability to help me support our clients better makes it that much more rewarding.”
Rhett has worked as an analyst on our team for the past two years. Starting in January, he will start working with clients directly as an Advisor. Rhett received a B.S. in Finance from Brigham Young University-Idaho.
