December 17, 2018

Sara L. Tilberg, a Financial Advisor with Waddell & Reed, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.


The CFP® marks identify individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.


“This accomplishment is significant for me as well as for each of my clients,” said Tilberg. “The financial planning process is a very personalized, long-term endeavor that demands an acute understanding of an increasingly complex investment landscape.”


“Professional designations serve an essential, two-fold purpose: they signal a strong commitment to an advisor’s career while representing achievement within the financial community. One of our highest priorities at Waddell & Reed is fostering a culture of respect for the industry and respect for our clients and their financial aspirations,” said Joseph Godfrey, Market Director. “We have expectations, as do our clients, for our advisors to provide superior and comprehensive services at the highest level.”


Tilberg, 37, has been a professional in the financial services industry for 15 years, and counsels clients throughout the Mora, Mankato, Rochester, and Twin Cities communities on their long-term investment goals. She joined Waddell & Reed in 2003. Tilberg earned a bachelor’s degree from South Dakota State University.


About CFP Board

CFP Board is 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. CFP Board currently authorizes nearly 80,000 individuals to use these marks in the U.S.


For more about CFP Board, visit www.CFP.net.