Roanoke, VA – June 20, 2024
Beacon Wealth Consultants, a faith-based wealth management and financial planning firm, is thrilled to announce that Jon Matlock has obtained his CERTIFIED FINANCIAL PLANNER® certification.
Matlock is a financial planner in the company’s home office in Roanoke, Virginia where he helps serve the company’s clients with faith-based, comprehensive financial planning.
Cassie Laymon, President of Beacon Wealth Consultants commented, “The CFP® certification is the highest achievement for financial planners. We celebrate Jon’s dedication to growth and excellence in his career. We’re proud that he is part of the Beacon Wealth family!”
The CFP® certification is the financial industry’s most rigorous certification. CFP® professionals have met CFP Board’s high standards for education, examination, experience, and ethics including:
- Completing a formal educational program beyond a bachelor’s covering all the major personal financial planning areas, including investment planning, tax planning, retirement savings and income planning, and estate planning,
- At least two years of financial planning experience,
- Passing the comprehensive CFP® exam, which tests their ability to apply financial planning knowledge to real-life situations, and
- Satisfying the CFP Board’s Fitness Standards and committing to abide by CFP Board’s Code of Ethics and Standards of Conduct.
Matlock remarked, “Becoming a CFP® Professional has been a nearly three-year journey, which started with a desire to change careers. Then it transitioned to obtaining the necessary education, then to passing the brutal CFP® exam, and finally to completing the experience requirement. Yet, “proud” isn’t necessarily how I would describe my feelings right now. I feel humbled more than anything because it would not have been possible without so many amazing people.”
Prior to entering the investment industry, Matlock served as a missionary in Bulgaria with the International Mission Board and later in the IMB home office in Richmond, Virginia.
Beacon Wealth Consultants congratulates Jon Matlock on this wonderful accomplishment and applauds his desire and commitment to pursue excellence in financial planning and client service.
About Beacon Wealth Consultants
Beacon Wealth Consultants is a comprehensive financial planning and investment management firm founded 25 years ago to help clients gain the clarity they need to plan well and make biblically wise investment choices. An experienced investment committee and administrative team serves clients and advisors from the home office in Roanoke, Virginia. The company seeks to grow significantly in coming years by adding like-minded advisors and helping them redeem their client assets. Over the years the company has also expanded their services to offer faith-based 401(k) and 403(b) plans, managing institutional assets, and providing managed BRI portfolios through outside independent advisors.
For more information about Beacon Wealth Consultants, please visit www.beaconwealth.com or call (540) 345 – 3891.
About the Certified Financial Planner Board of Standards Center for Financial Planning, Inc.
CFP Board is the professional body for personal financial planners in the U.S. and is 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 — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP® certification is held by more than 100,000 people in the U.S.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.