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Financial Advisor John Bast of Edward Jones Receives CERTIFIED FINANCIAL PLANNER (TM) Certification

Financial Advisor John Bast of Edward Jones Receives CERTIFIED FINANCIAL PLANNER (TM) Certification

Financial Advisor John Bast of the financial services firm Edward Jones in Sonoma has received the CERTIFIED FINANCIAL PLANNER(TM), or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).


Becoming a CFP® professional expands a financial advisor's knowledge base in the following areas:


Financial management

 

Tax-Sensitive investment strategies

 

Retirement savings

 

Insurance planning

 

Education planning

 

Estate considerations


In addition to the education and examination components of certification, Bast  also has committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct.


Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's more than 19,000 financial advisors serve more than 8 million clients with a total of $2 trillion in client assets under care at the end of December 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers.edwardjones.com. Member SIPC.




Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER(TM), 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.

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