Press Release June 2011

Announcement

Contact: Philip L. Stockton, CFP®, CCPS

Phone: 781.806.5453

TechGen Financial Announces the Certification of Philip L. Stockton by the CFP Board

For Immediate Release

 

Sharon, MA, June 16th, 2011 – Philip L. Stockton, CFP®, CCPS, Principal of  TechGen Financial in Sharon, MA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial Planner™ and CFP (with flame design)® in accordance with CFP Board certification and renewal requirements.  Mr. Stockton specializes in working with families and small business owners to help them plan for funding children’s college education, building a unique retirement and investment strategy, and optimizing their estate plans to meet their desired goals. “My role is to help transform my client’s lives from living to work to living a lifestyle. I work with my clients to reduce, where possible, the time it takes them to reach financial independence”, said Mr. Stockton.

These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.  CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.  CFP Board currently authorizes more than 61,000 individuals to use these marks in the United States.  For more about CFP Board, visit www.CFP.net.

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