J. William Waltman, Jr., CPA, CFP

President

Certifications

• Certified Financial Planner™ Practitioner – Certified Financial Planners have (1) met rigorous experience and ethical requirements, (2) successfully completed financial planning coursework, and (3) passed the CFP Certification Examination covering the following areas

• The financial planning process
• Risk management
• Investments
• Tax planning and management
• Retirement and employee benefits
• Estate planning

Certified financial planners must also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

• Certified Public Accountant

Professional Memberships

• American Institute of Certified Public Accountants
• Tennessee Society of Certified Public Accountants
• Financial Planning Association