Day Air Credit Union is pleased to announce that Luke Neff,CRPC® Financial Advisor at Day Air Credit Union, has been awarded the CFP® certification by the CFP Board.
Luke has been with Day Air Credit Union for three years and has been providing financial planning services, through CUSO Financial Services, LP*, for the past 5 years and has 10 years of experience in the financial services industry. In addition to his financial planning services, he provides a variety of other advisory services such as portfolio management, comprehensive planning advice, retirement income strategies, tax advantaged investments, tax planning, and retirement plan strategies. Luke also holds the Chartered Retirement Planning Counselor℠ designation, Series 7 and 66 FINRA licenses.
The CFP® designation identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold the Certified Planner Board of Standards Code of Ethics and Responsibility, Rules of Conduct and Financial Planning Practice Standards.
“We are beyond excited and proud to celebrate Luke’s CFP® certification,” said William Burke, President and CEO. “Day Air Credit Union exists to enhance the financial well-being of its members and we are more than confident that Luke will live out our mission with his financial planning knowledge.”
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Luke Neff