Addison Avenue’s Kristina Meyers awarded Certified Financial Planner certification
ROCKLIN, CA (January 18, 2017) — Addison Avenue Investment Services is pleased to announce that Kristina Meyers has been awarded the CERTIFIED FINANCIAL PLANNER™ certification by the CFP Board of Standards. Meyers has been a financial advisor withRaymond James Financial Services and Addison Avenue, the investment services division of First Tech Federal Credit Union, for more than 11 years.
The CFP® certification, is attained following a rigorous set of requirements that include the completion of graduate-level educational coursework, passing a challenging certification exam, documenting a minimum of three years of professional work experience in the financial planning process, and agreeing to adhere to a high standard of ethics and practice, as well as ongoing continuing education.
“This certification is considered by many to be the standard of excellence in our industry and took an enormous amount of time, dedication, and education to achieve,” Addison Avenue Investment Services President and Investment Executive, Scott Jenner said. “We are proud of Kristina and congratulate her on this tremendous accomplishment.”
Meyers started her career in 2005 as a financial advisor with Raymond James Financial Services, before joining Addison Avenue’s Northern Colorado team the following year. As a successful advisor, Meyers mentors a junior advisor, runs a thriving self-storage business, and volunteers in her community, all while raising a family. She is a Cum Laude graduate of Regis University, and holds Bachelor of Science degrees in Finance and Business. She is currently pursuing her MBA in Finance and Accounting.
“Her work ethic and dedication to her clients’ well-being is commendable,” Jenner said. “We look forward to continuing to support Kristina in her flourishing career.”
First Tech Federal Credit Union is located at 1011 Sunset Blvd, Rocklin, CA 95765 │ 855.744.8585
About Addison Avenue Investment Services
Addison Avenue Investment Services was initially launched in 1998 to serve the investment needs of Hewlett-Packard employees. The team at Addison Avenue Investment Services has helped make their credit union investment program the largest in the nation1 with its Financial Advisors managing more than $4.2 billion2 in assets for First Tech’s 620,000+ members. There are 35 advisors operating in 41 First Tech branches across eight states.
About First Tech Federal Credit Union
First Tech Federal Credit Union is a $9.4 billion institution headquartered in Mountain View, Calif. It is the nation’s premier credit union serving the world’s leading technology-oriented companies and their employees, including HP Inc., Hewlett Packard Enterprise, Microsoft, Agilent, Intel, Cisco, Amazon, Nike, CH2M, Intuit, Google and more. First Tech is recognized as the industry catalyst for delivering effortless banking experiences to its 425,000 members through its 40 branch locations, more than 5,000 CO-OP Branch locations, 30,000 CO-OP Network ATMs. First Tech offers a full range of banking services, including traditional banking, mortgage, financial planning and insurance services. For more information, visit firsttechfed.com.