After much coursework, case studies, client scenarios, testing and experience requirements, Regional Director, Greg Sirko has earned the coveted Certified Financial Planner designation. This is a difficult achievement that requires a minimum of three years of full-time financial planning experience and adherence to the Certified Planner Board of Standards Inc.’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards. Greg also had to pass the comprehensive examination that included case studies and client scenarios designed to apply one’s knowledge to real world circumstances. The exam addresses areas of financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFPÒ certified practitioners must also agree to meet ongoing continuing education requirements.
"The CFP has become, and should be, the industry standard for holistic financial planning. And the standards to obtain this designation are very rigorous, as they need to be. Our firm completely supports our advisors, and the Leadership Team pursuing this designation, and we are very proud of Mr. Greg Sirko becoming the newest designee with Capital Financial Group"
Greg Sirko has been a financial advisor in the Middle Tennessee area since 2007. Prior to joining Capital Financial Group, Greg served on active duty in the US Army where he achieved the rank of Captain. During his time in service, Greg deployed to Iraq in support of Operation Iraqi Freedom from 2004-2005. He earned his Bachelor of Science from the United States Military Academy at West Point in 2002 where he was a member of the Army Baseball Team.
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