Greeley, CO. (August 13, 2024)Sophia Lanting, CFP®, Founding Partner and Wealth Advisor at Intrinsic Financial Design Group, a member of Commonwealth Financial Network, recently was awarded the CFP® certification. Ms. Lanting earned the certification after extensive study and successfully completing the CFP® Board’s Education Requirement.
The CFP® certification is respected among financial services firms, financial professionals, and the public. It is recognized as the standard of excellence for competency and ethics in personal financial planning. This milestone represents the latest in Ms. Lanting’s ongoing commitment to delivering quality guidance her clients deserve.
Lanting commented, “I learned from my father, who started our practice over 40 years ago, that if a client wanted to achieve something we could collaboratively find a way to get there; there is always a way. Leading a comprehensive financial planning firm, The CFP® course of study has helped to open my mind to even more ways both our firm and I can guide clients.”
About Sophia Lanting
A veteran of 17 years in the financial Services industry, Sophia Lanting has demonstrated her unwavering focus on helping clients find ways to achieve financial success. Lanting is a Greeley native and alumna of Greeley Central High School (2002) and the University of Northern Colorado (B.S., 2005). She entered the financial services industry in 2007 alongside her father, Steve Waechter, continuing the legacy of his established practice after taking over managing the team in 2017.
About Intrinsic Financial Design
Intrinsic Financial Design Group is a comprehensive financial planning firm that focuses on intrinsic motivations. With experience and empathy, we create a personalized client experience that helps keep us all on track toward success. Today. Tomorrow. Together.
About the CFP® Designation
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of CFP Board, including having successfully completed financial planning coursework at an accredited college or university and passed the 6-hour comprehensive CFP® certification exam. The exam covers the following areas: Professional Conduct and Regulations, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning and Psychology of Financial Planning.
CFP® professionals commit to CFP Board to act as a fiduciary, which means always acting in the best interests of the client when providing financial advice. They also commit to upholding CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER™ certification. CFP® certification is held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.