WROI News

Day achieves Certified Financial Planning Practitioners Status

Alderfer Bergen & Company located in Warsaw at 122 W Market St is pleased to announce that Will Day, a certified financial planner, has been authorized by the Financial Planner Board of Standards to use the CERTIFIED FINANCIAL PLANNER™ and CFP® marks in accordance with CFP Board certification and renewal requirements.

 

Day, a Rochester resident, has been with Alderfer and Bergen since June 2019 and is the only CFP® designee in Fulton County. He has spent the past two years assisting advisors with Individual Retirement Planning, Tax Efficient Small Business Retirement Planning, Retirement Income Strategies for Prospective Retirees, Young Adult Financial Prioritization, Debt Reduction Strategies, and College Saving Strategies. He says being able to help those locally within the small community, is what drives him to succeed. 

 

 

 

Involved in the community he lives in, Day is a member of the Rochester Optimist Club and attends the Akron Church of God. Although he is currently seeing clients for the Warsaw office, he is also willing to meet Fulton County and surrounding county residents where they feel most comfortable.

 

 

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