Peter W. Post is a CERTIFIED FINANCIAL PLANNER™ certificant.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.To learn more about the CFP® Board of Standards and The Financial Planning Process click the following link: http://www.cfp.net/learn/
Peter is also a NAPFA-Registered Financial Advisor (National Association of Personal Financial Advisors) and has pledged to abide by NAPFA's Fiduciary Oath and FEE-ONLY compensation standards. See www.napfa.org for more information
Post Investment Management/Peter W. Post is an investment advisor, registered in the states of Vermont and New York. It may also provide services in most other states in accordance with their respective regulations regarding permitted number of clients of out-of-state investment advisors. A copy of our Investment Advisor Registration Brochure Form ADV Part 2 is available upon request. Please let us know if you would like a copy.