Chris Castellano and Rosemary Timoney earned the CFP®

The CFP® certification is the recognized standard of excellence for personal financial planning. The CFP® designation identifies professionals who have met the high standards of competency and ethics established and enforced by CFP® Board.


Frank completed courses in financial planning, insurance, estate planning, taxation, investments and ethics and passed a rigorous comprehensive examination to earn the marks. In addition, he will continuously study and receive training through CFP® continuing education.