Clayton Wealth Partners’ Colton Walker Awarded CFP® Certification
Clayton Wealth Advisors has a new CFP® professional in the house: Last week, Associate Wealth Advisor Colton Walker officially earned his CERTIFIED FINANCIAL PLANNER™ designation. With the designation, Walker also earned a promotion to Wealth Advisor at the firm.
Walker’s achievement makes him the seventh team member at the Registered Investment Advisor (RIA) to attain the highly respected financial services designation.
“We are so proud of Colton in achieving this goal,” said Managing Partner Clint Patty, J.D. “The CFP® designation will add to his ability to bring a full range of planning options to our clients.”
The CFP® mark emphasizes comprehensive financial planning to achieve clients’ goals, such as retiring or helping children pay for college. The CFP Board grants the certification only after the completion of extensive education, experience, and ethics requirements.
In March, Walker sat for the six-hour exam to demonstrate his ability to apply financial planning knowledge to real-life questions. Says the CFP Board: “This comprehensive exam ensures that you are highly qualified to develop a holistic plan for your clients’ finances.”
Walker said he was thrilled when he received word that he had passed the exam.
“I was elated,” he said. “I got started in financial planning because I love helping people. With the CFP® credential, I can help them much more extensively.”
In addition to the CFP® mark, Walker has earned a bachelor’s degree in personal financial planning from Kansas State University and an associate’s degree in economics from Kansas City Kansas Community College.
Clayton Wealth Partners encourages all its Wealth Advisors to achieve the CFP® mark, the industry’s highest standard for a fiduciary advisor. The fee-only wealth management firm now has more than 30% of the listed CFP® professionals in Topeka and 25% in Lawrence.
About Clayton Wealth Partners
Clayton Wealth Partners is one of the oldest fee-only financial planning and investment management firms in northeast Kansas. With offices in Topeka and Lawrence, it provides fiduciary advice to help individuals and families manage their wealth throughout all stages of life, as well as to institutions such as endowments, foundations, and for-profit organizations. Visit the firm’s website at claytonwealthpartners.com.
