Sandra C. Field, MBA, CFP®

1 minute reading time (74 words)

Congratulations Samantha

We are elated to announce that Samantha has passed her CERTIFIED FINANCIAL PLANNER™ exam! We would like to congratulate her on this huge accomplishment as well as acknowledge all of the hard work she has put into studying for this exam and just know that she is going to do well. Once she receives her official certification we will have 4 CERTIFIED FINANCIAL PLANNERS™ in the office to help with your financial planning needs.

Happy Thanksgiving
Happy Veterans Day

Search Blogs Module

Wait a minute, while we are rendering the calendar
information self-help topics president Trump memorial Day weekend CERTIFIED FINANCIAL PLANNER exam breach insurance policy Orange County house sitter Brexit vote earthquake app news coverage Asset Planning summer phone Treasury Department birth certificates Healthcare 2017 Equifax breach CFP ® company ice cream event cell phone carriers offer Social Security Ice Cream Social 2018 IRA contributions assets chip-enabled EMV cards retirement accounts emergency folder April 18 2017. clone counterfeits credit card fraud Fox News story Amazon 401K Kraig Mathias D premiums partner /owner Open Enrollment notary services consumer spending 900 number January 10 cell phone service provider April 15 credit monitoring service account numbers Mobile Banking Security Tips Medicare Part B media accounts pet donation drive California Lions Friends retirement planning life saver non-prescripstion sunglasses credit score documents Wells Fargo employees Affordable Care Act 4 pm -8pm banking health care costs privacy notices executive order credit freeze bottom line official certification jury duty pet supplies Victor Dergunov home security estate planning https :// Open House padlock Medicare Advantage VOIP landline phones identity thieves donation items Retirement Contribution Limits parking spots Expired medications disaster areas phone companies paperwork clutter team members Wells Fargo customers Medicare question hurricane Dorian National Ice Cream month Orange County Superior Court IRS deadline Part D premiums . tax season “ skimmer ”. interest rates cell phones check lists settlement options Auto insurance holidays approach Medicare plan Notary Public checklists app card reader 2017 IRA contributions debt text messages https ://seekingalpha privacy settings credit card company TD Ameritrade spring cleaning family members phishing sites clients cell phone provider home emergency kit offering insurance flash drive identity theft people medications Facebook profile trust operations manager July 4 gap insurance Part B FSA car loans ice cream pet Medicare Part B premiums fun facts rescue organizations Financial Planning Magazine emergency kits illiegal robocallers items retirement October 1 2020. EEChecklist-Kits.pdf stockpilingchecklist.pdf wells Fargo FEMA website Puerto Rico April 11 20 year anniversary email notifications donation counts estate cell phone carriers relief efforts investment statements drive /usb Independence Day pets tax deadline insurance policies client portal phishing scams scams spam phone home emergency preparedness kits cell phone SIM swap scam contribution limit toilet paper Kiplinger Letter Medicare driver license DNA test kits credit cards IRA accounts fees opt-out Flexible Spending Account increase 23 andme Supplemental Security Income asset Planning money 2017 TD Ameritrade National LINC Conference home mortgages Social Security Administration integral member portal February 14 clients show support vision screening Charles Schwab prescription eyeglasses trustee home borrowing money health care services 70 1/2. blog post Legal robocalls retirement plans Two-Step Verification policy June 29 Shred paperwork Erin Nelsen vacation fun atmosphere emergency kit ID card Federal Trade Commission website home break-ins Joey Gonzales estate planning direction Roth IRA web address information Facebook pet industry