Abacus Planning Group celebrates another Certified Financial Planner Professional

Abacus Planning Group, Inc. announced that Carolyn A. Stewart has completed all requirements for the CFP® credential. The CFP® marks identify those 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 that covers the following areas: professional conduct and regulation, general financial planning principles, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, and estate planning.

Carolyn A. Stewart graduated from Virginia Tech in 2021 with a B.S in Finance. Prior to joining Abacus in 2021, Carolyn was active in her student chapter of the Financial Planning Association.

Abacus

Abacus is a financial advisory and investment counsel firm focused on serving families with shared assets from businesses to commercial real estate to oil and gas holdings. Managing over $1.8 billion on behalf of its 250-plus families, Abacus consists of a team of multi-disciplinary experts who work collaboratively to serve its clients.