Blue Jay Financial Group, Defiance, a financial planning firm serving clients nearing retirement, pursuing financial independence, and running small businesses, was recently accepted as a member of XY Planning Network (XYPN).
As members of XYPN and the founders of Blue Jay, Jason Bernal and Jason Demland were required to sign a fiduciary oath vowing to serve the best interests of clients, among other membership standards, including earning the CFP designation.
Jason Bernal has been authorized by the Certified Financial Planner Board of Standards Inc. to use the CFP certification marks in accordance with CFP Board certification requirements.
“Earning this designation is another benchmark checked to make sure we are providing massive value to our clients at Blue Jay, and setting us apart as a firm that serves our clients’ best interests,” said Bernal, founder and CEO of Blue Jay Financial Group.
The CFP certification recognizes individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP certification examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP certificants must also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.