Caleb Harris Attains CERTIFIED FINANCIAL PLANNER® Certification

We are pleased to announce that Caleb Harris, Financial Advisor Assistant, has earned the CERTIFIED FINANCIAL PLANNER^® certification. The CFP^® certification is widely regarded as the gold standard in financial planning, representing a high standard of excellence, ethical conduct, and fiduciary responsibility. Courses cover fundamental financial planning knowledge, including professional responsibilities, taxation, investments, retirement and estate planning, insurance, and more. 

Harris began preparing for the certification in college and continued during his internship at High Falls Advisors. He passed the exam in March, a significant accomplishment given that only about 60% of candidates succeed on their first attempt. In April, the CFP Board granted him the right to use the CFP^® mark as a CERTIFIED FINANCIAL PLANNER^® professional.

“Caleb’s accomplishment highlights his commitment to providing expert and ethical financial guidance, as well as his dedication to continuous professional growth,” said Ken Burke, President and CEO of High Falls Advisors. “With the CFP^® certification, Caleb is exceptionally prepared to help our clients navigate their most significant financial decisions.”

CFP^® professionals are educated by The American College of Financial Services, an accredited institution with nearly 100 years of academic excellence. The College’s mission is to deliver applied financial knowledge and education, promote life-long learning, and advocate for ethical standards for the benefit of society.