Congratulations to Austin Phillips. Ascend Advisory Group’s newest Certified Financial Planner®




Congratulations to Austin Phillips, Registered Account Administrator, for recently achieving his CERTIFIED FINANCIAL PLANNER (“CFP®”) Certification! With this addition, the Ascend Advisory Group team now includes six CFP®-certified professionals.


According to the Certified Financial Planner Board of Standards, on their website, for more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. In order to become a CFP® professional, Austin had to complete the following:

  • A comprehensive financial curriculum approved by the CFP Board.

  • Passed a comprehensive six-hour CFP® Certification Examination that tests ability to apply financial planning knowledge in an integrated format.

  • Completed six-thousand hours of professional experience related to financial planning.

  • Satisfied the CFP Board’s Ethics Standards and is committed to abide by the CFP Board’s Code of Ethics and Standards of Conduct.

Austin’s commitment and education continues on with the ongoing requirement as a CFP® professional for continuing education.


We are proud to have Austin on the team at Ascend Advisory Group and are inspired by his commitment helping clients achieve their mission.


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