Abacus Planning Group Celebrates 18th CFP® Professional as Anne Serrano Earns Certification

Columbia, SC - Abacus Planning Group, Inc., a fiduciary financial planning firm serving multigenerational families, proudly announces that Anne Serrano has successfully all requirements to earn the Certified Financial Planner® (CFP®) certification. With this achievement, Anne becomes the 18th CFP® professional on the Abacus team reinforcing the firm’s commitment to excellence in financial planning.
 
For more than 50 years, the CFP® certification has been recognized as the standard of excellence in financial planning. CFP® professionals meet rigorous education, examination, and experience requirements, and commit to ethical standards set by the CFP Board that require acting in the best interests of clients.
 
Anne graduated from Mills College in 2011 with a B.A. in Economics and Ethnic Studies. She earned her M.S. in Financial Planning from California Lutheran University in 2022. She joined Abacus in 2021 and plays a key role on the firm’s financial planning team, working closely with senior advisors to support their work with adult children of clients.
 
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.
 
https://abacusplanninggroup.com/