Sheldon, Iowa — Financial Advisor Trevor Gottula of the financial services firm Edward Jones in Sheldon has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification mark CFP®.
Gottula successfully completed the CFP Board’s initial certification requirements, which include completion of financial planning coursework and passing a comprehensive examination.
Individuals who hold CFP® certification must agree to meet ongoing continuing education requirements and uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
This advanced training offers investment professionals the hands-on information needed to provide comprehensive financial services. Study topics include the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. CFP professionals must also meet ongoing continuing education requirements and uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards
Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate-planning attorney or qualified tax advisor regarding your situation.
Gottula’s office is located at 223 9th Street in downtown Sheldon.
Gottula and Branch Office Administrator Patty Rohwer can be reached at (712) 324-4643. You may also visit their website at edwardjones.com/trevor-gottula.
Gottula broadcasts financial market updates on KIWA-AM & FM Radio.
