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Griffin Black Founder Jane BeuleJane founded Griffin Black, Inc. in 2001, the result of a desire to put into practice the lessons learned over 25 years in business, finance, and positive living. She began her career in finance as an analyst with Morgan Guaranty Trust Company in New York. After attending Harvard Business School, she moved to the Bay Area with her husband and began a 20-year career in the technology industry before striking out on her own. Jane and her husband have two grown children and live in Redwood City, CA.

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Professional Degrees & Credentials

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  • MBA with Distinction, Harvard University
  • MLA, Stanford University
  • Graduate Certificate in Financial Planning,
    Golden Gate University
  • BA with Honors, University of Wisconsin-Madison
  • Fulbright Fellow, Rheinische-Friedrich-Wilhelms-Universität, Germany
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • NAPFA Registered Financial Advisor
  • California Registered Investment Advisor

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The CFP® Professional Designation     CFP Logo

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Also known as a CFP® certificant, the CERTIFIED FINANCIAL PLANNER™ professional must meet the following qualifications in order to be certified to use the CFP® marks, as specified by the Certified Financial Planner Board of Standards, Inc.

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Examination - An individual must successfully complete the CFP Board's comprehensive certification examination, which tests the individual's knowledge on a multitude of key financial planning topics.

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Experience - Depending on the level of degree work completed in a collegiate setting, an individual must acquire three to five years of financial planning-related experience prior to receiving the right to use the CFP® marks.

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Ethics - An individual must voluntarily ascribe to the CFP Board's Code of Ethics and additional requirements as mandated. This voluntary decision empowers the CFP Board to take action if a CFP® certificant should violate the code of ethics. Such violations could lead to disciplinary action, including the permanent revocation of the right to use the CFP® marks.

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Education - A CFP® certificant must obtain 30 hours of continuing education every two years in the body of knowledge pertaining to financial planning areas such as estate planning, retirement planning, investment management, tax planning, employee benefits and insurance.

 

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