We’re pleased to be able to offer our investment management clients the expertise of two CERTIFIED FINANCIAL PLANNER™ professionals in Omaha. Matt Holloway and Katerina Wiese have both earned this certification from the CFP Board.
The CFP Board has rigorous education and experience requirements, and they maintain high ethical and professional standards. A CERTIFIED FINANCIAL PLANNER™ professional is required to act in the best interests of the client at all times when providing financial advice.
What Kinds of Questions Can They Answer? Here Are a Few Examples:
- When I retire, how can I replace the income I’ve been getting from work?
- What if anything should I do with my 401K plan?
- How do Required Minimum Distributions (RMDs) work?
- When should I begin taking Social Security?
- How do I see to it that I don’t outlive my assets?
- How can I lower my tax bill?
Why do People Become Clients of America First Investment Advisors in Omaha?
People become clients of America First Investment Advisors when they need financial planning and investment management.
This often happens when they are thinking about retirement and need to know how to manage their retirement savings and create income for living expenses. Others come to us to manage the proceeds from the sale of a business or property, money from an inheritance, or simply the money they are saving for the future.
Our investment management fee is our only source of income. We don’t charge anything extra for financial planning. Unlike many advisors, we don’t sell annuities or any other products, so you don’t have to worry that our advice might be influenced by the prospect of a sales commission.
You can learn more about us by reading “Find a Good Financial Advisor in Omaha.”
Meet Our CERTIFIED FINANCIAL PLANNER™ Professionals
Chief Operating Officer
Matt is a CERTIFIED FINANCIAL PLANNER™ professional and the Chief Operating Officer of America First Investment Advisors LLC.
Matt joined America First in 2005. He earned a Bachelor of Science in Computer Engineering from Peter Kiewit Institute of the University of Nebraska. He is married to Sara and has four children.
Katerina is a CERTIFIED FINANCIAL PLANNER™ professional and Vice President of America First Investment Advisors LLC.
Katerina joined America First in 2008. She has a Bachelor of Science in Business Administration from the University of Nebraska at Omaha with an emphasis in Finance, Banking and Investments. She is married to Zach and has three children.
Born in the Czech Republic, Katerina became a US citizen in 2017.
How Candidates Qualify for CFP® Certification
To earn CFP certification, candidates must meet requirements in four areas:
CFP® professionals must master 72 Principal Knowledge Topics under the following areas:
- Investment planning
- Tax planning
- Retirement planning
- Estate planning
- Insurance planning
- Financial management
- Education planning
Candidates for CFP® certification must pass a comprehensive exam that tests their ability to apply financial planning knowledge to real-life situations.
CFP® professionals must complete thousands of hours of professional experience related to the financial planning process before earning the right to use the CFP® professional certification marks. That means that CFP® practitioners possess practical experience in addition to financial planning knowledge.
CFP® candidates must agree to abide by a strict code of professional conduct, known as CFP Board’s Code of Ethics and Standards of Conduct, that sets forth their ethical responsibilities to the public.
The CFP Board also routinely performs background checks on candidates for certification and CFP® professionals, and requires disclosure of such matters as criminal history, bankruptcy, liens, and regulatory or civil proceedings.
Source: CFP Board: The Certification Process
Verify An Individual’s CFP® Certification:
The CFP Board has a website where you can verify the background of an individual and make sure that they really are a CERTIFIED FINANCIAL PLANNER™.
Barry Dunaway, CFA®
America First Investment Advisors, LLC
This post expresses the views of the author as of the date of publication. America First Investment Advisors has no obligation to update the information in it. Be aware that past performance is no indication of future performance, and that wherever there is the potential for profit there is also the possibility of loss.