Pierce Broscious Earns Certified Financial Planner™ Designation

8/17/2022 - By Allie Jackson

We are excited to announce that Pierce Broscious has officially been designated as a Certified Financial Planner™. Pierce’s diligence has paid off as he has completed and passed the seven-course curriculum and final exam to earn the CFP® designation!

Pierce is an Associate Financial Advisor for Saltmarsh Financial Advisors, LLC, and works closely with the advisory team to provide wealth management guidance and advice to our financial advisory clients. His duties include the preparation and delivery of client investment proposals, quarterly reviews and financial plans along with the creation and maintenance of client files. Pierce also holds his Series 65 license.

Congratulations, Pierce, on achieving this huge milestone so quickly!