July 18, 2023 – Mills Wealth is proud to announce that Emily Rickman, CPA CFP®, has obtained her Certified Financial Planner™ certification with the Certified Financial Planner Board of Standards (CFP Board). Rickman, a Private Wealth Advisor, is responsible for providing guidance to clients on a variety of financial matters including tax, retirement planning, investment management and estate.
For more than 30 years, the Certified Financial Planner™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and they commit to CFP Board’s ethical standards that require them to put the client’s best interests first.