Tyler Burns, Financial Planning Analyst & Client Services Specialist at Ballentine Capital Advisors recently passed his CERTIFIED FINANCIAL PLANNER™ (CFP®) exam and is a CFP® professional.
CFP® professionals have met rigorous qualifications for financial planning. Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.
As part of their certification, CFP® professionals commit to high ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
About
Tyler works at Ballentine Capital Advisors as the Financial Planning Analyst & Client Services Specialist. Tyler helps prepare individual strategies based on finances, investments, taxes, and insurance. He works closely with clients to answer questions and process requests, as well as provides meeting preparations, distribution services and insurance services.
Headquartered in Greenville, South Carolina, Ballentine Capital Advisors is a wealth management firm that specializes in retirement, retirement income, and wealth planning. With years of experience and professional credentials, BCA is built on the philosophy that “We succeed when our clients succeed.” Visit ballentinecapital.com to learn more.
Phone: 864-322-6046
Email: wealthteam@ballentinecapital.com
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