< back to news

Debra Brown Earns CFP® Certification

October 14, 2016

WILLIAMSVILLE, NY – Debra A. Brown CFP®, Wealth Manager at WNY Asset Management has earned the Certified Financial Planner certification by successfully completing the CFP® Comprehensive Examination administered by the Certified Financial Planning Board. She joined the WNY Asset Management team in 2014. Debra graduated from Niagara University in 2012 with a Bachelor of Science degree in Management and in 2014 with a Master of Business Administration degree in Finance.

CFP Board in a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board.

CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct which put clients’ interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement.

A Registered Investment Advisor (RIA) firm, WNY Asset Management was founded in 1994. An independent team of investment and wealth managers, WNY Asset Management is home to the CPA Financial Network™, a unique network of accounting professionals who provide their clients with the advantage of tax managed solutions combined with WNY Asset’s financial knowledge, expertise and integrity.

CPA Financial Network.
As a local organization – our focus is on the success of our members and their clients.
  • Designed by CPAs for CPAs
  • Local & Independent
  • Established in 1994
  • Partnering with over 40 CPA and EAs
  • Currently Advise over 1,600 Clients
  • Fiduciary Standard of Care