Waukesha Investments, located at Waukesha State Bank, is proud to announce that Alicia Albarran, financial advisor, has been awarded the CERTIFIED FINANCIAL PLANNER™ certification.
Albarran joined Waukesha State Bank in 2014, after graduating with a degree in finance from the University of Wisconsin–Madison, and has worked for Waukesha Investments since 2017. As a financial advisor, she provides financial planning services in addition to a variety of other advisory and non-advisory financial services, including retirement planning, portfolio reviews, retirement income planning, long-term care insurance, social security strategies, gifting and estate planning, rollovers and fee-based advisory options.
Along with her CFP® certification, Albarran is registered as a general securities representative (Series 7), a uniformed securities agent (Series 63) and an investment advisor representative (Series 66). Additionally, she holds her Life & Health Insurance licenses and is fluent in Spanish. Albarran is committed to meeting the ever-changing investment and financial needs of her customers with financial planning experience and the highest level of personalized service.
The CFP® designation identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold the Certified Financial Planner Board’s Standards of Professional Conduct.