Abacus Planning Group Welcomes Its 18th CFP® Professional with Anne Serrano’s Certification Achievement
Abacus Planning Group Announces New Certified Financial Planner® to Its Team
Los Angeles, CA – Abacus Planning Group, Inc., a fiduciary financial planning firm specializing in the needs of multigenerational families, has announced that Anne Serrano has met all requirements to obtain the prestigious Certified Financial Planner® (CFP®) certification. This milestone marks Anne as the 18th CFP® professional within the Abacus team, further solidifying the firm’s commitment to providing exceptional financial planning services.
Established over 50 years ago, the CFP® certification has long been regarded as the gold standard in the financial planning profession. CFP® professionals are required to fulfill stringent educational prerequisites, pass a comprehensive examination, and accrue a minimum level of relevant practical experience. Moreover, they are bound by a strict code of ethics set forth by the CFP Board, which mandates that they prioritize their clients’ best interests in all aspects of financial planning and advice.
Anne Serrano’s educational journey began at Mills College, where she earned a Bachelor of Arts in Economics and Ethnic Studies in 2011. Demonstrating a commitment to her professional development, she went on to obtain a Master of Science in Financial Planning from California Lutheran University in 2022. Joining Abacus in 2021, Anne has made significant contributions to the firm’s financial planning team. She collaborates with senior advisors to provide tailored support for the adult children of clients, ensuring that the valuable family legacies are preserved and enhanced through informed financial decision-making.
Abacus Planning Group is dedicated to the comprehensive needs of families managing shared assets, including businesses, commercial real estate, and energy holdings. With a robust portfolio exceeding .8 billion under management for more than 250 families, the firm employs a multi-disciplinary approach that leverages the expertise of its team members. This collaboration enriches the personalized services offered to clients, positioning Abacus as a trusted partner in achieving long-term financial goals.
For more information about Abacus Planning Group and its array of financial services, visit their official website at Abacus Planning Group.
In an industry marked by rapid change and complexity, the addition of Anne Serrano as a certified expert highlights Abacus’s ongoing investment in professional development and commitment to delivering high-caliber financial insights to its clientele.
