PFA Updates

Some Exciting News!

Aug 24, 2022

We are excited to announce financial advisor Dan Garner has received his CERTIFIED FINANCIAL PLANNER™ certification!

A CFP® certification signifies a professional’s academic mastery and practical experience, as well as a commitment to CFP Board to act as a fiduciary. Our industry recognizes it as the standard of excellence.

Dan is an honors Economics and Finance graduate of The Ohio State University. He has spent six years with PFA and has strengthened his skills under the mentorship of Tom.

Dan applied multifaceted coursework along with his practical experience and passed a rigorous 6-hour exam.

The PFA team has had confidence in his professional skills all along, and we are happy CFP Board has officially recognized his expertise and immensely proud of his accomplishment!

Be sure to congratulate Dan at your next appointment!

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


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