A Financial Advisor who has earned the CFP® designation has demonstrated skill in analyzing and developing personal, long-term financial strategies. A CFP® professional has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process, comprehensive array of advice, and skill-based approach distinguish CFP® practitioners from other professional advisors, who typically focus on only one area of a client’s financial life.
The Chartered Retirement Plans SpecialistSM (CRPS®) designation enables financial advisors and other professionals to demonstrate their expertise in administering retirement plans for businesses and wholesale clients. It is offered exclusively by the College for Financial Planning®—a Kaplan Company (CFFP).
To earn this certification, a Financial Advisor must successfully complete an online, closed-book final exam offered through the College for Financial Planning®. This training program includes an online self-study CRPS course and exam to be completed within 120 days of receiving program access and 16 hours of continuing education requirements every two years.
Steven Quesnel was selected as one of Forbes Magazine’s Best-In-State Wealth Advisors for 2022, 2023 and 2024.
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time
period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Steve Quesnel has been recognized as a Wells Fargo Advisors Platinum Coucil member from 2018-2023.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production based on the past year, and professionalism. Additional consideration may have included best practices and team structure.