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Client advisors named director of regional committee, earn CFP® designation

Boston, Mass. (December 20, 2021) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, is proud to announce the recent accomplishments of Client Advisors Kayla Holland and Tiffany So.

Holland was elected Director of the NexGen Committee within the Financial Planning Association (FPA) of New England, while So recently earned the Certified Financial Planner (CFP) designation.

The New England chapter in Massachusetts, which has the second largest NexGen chapter in the country, is dedicated to serving aspiring and early-career financial planners. An organization that prides itself on thought leadership, its members are proud to bring energy, enthusiasm and new perspectives to the forefront of the financial planning industry in an effort to ensure standards are forward-thinking and addressing ever-evolving client needs.

An esteemed credential, the CFP designation has been the standard of excellence for financial planners for 30 years. CFP professionals complete extensive training and commit to the CFP Board’s ethical standards, which require designees to put their clients’ interests first, among other things.

“We’re extremely proud to have Kayla and Tiffany on our team,” said Crestwood CEO/Managing Partner Michael Eckton. “Their contributions to the success of our clients, the firm and our communities are admirable and inspiring. We remain grateful for their talent and their efforts and look forward to the impact they’ll make at Crestwood and in our industry for years to come.”

 

About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $4.7 billion in assets under management. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.

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