Shannon Raines Earns CFP Designation

August 24, 2022 | 12:02 am

Updated August 23, 2022 | 5:03 pm

This is a paid release.

The Settle Group at Baird is thrilled to congratulate Shannon Raines, Financial Advisor, on earning the Certified Financial Planner professional certification. We are proud to recognize this significant accomplishment and Shannon’s hard work and determination. The CFP® designation is the highest standard of excellence in the field of personal financial planning. The path to CFP® certification is a rigorous but rewarding process, equipping candidates like Shannon with the knowledge and skills to assist with providing comprehensive financial advice to clients

Successful candidates complete a multi-year, multi-step process to obtain the skills and real-life experience needed to serve your best interests, no matter what your financial goals are. Candidates must pass a strenuous exam focused on topics that include general financial planning principles, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, estate planning and professional conduct and regulation. They pledge to adhere to high ethical and professional standards for the practice of financial planning, always putting your best interests first. They can provide a detailed financial plan supporting all areas of your financial life or offer advice about a specific financial need.

As a CFP® professional, Shannon offers financial planning services incorporating a holistic view of her clients’ financial and personal circumstances. Financial planning is the output of a collaborative process that helps maximize your potential for meeting your life goals. With more than 20 years of experience in financial services, Shannon is passionate about helping instill investment confidence and offering tailored guidance for her clients.

In addition to helping individual clients reach their financial goals, Shannon works with business owners to offer retirement benefits for their employees.  She holds several advanced designations including: Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Plan Specialist (CRPS).  These credentials validate her proficiency in this niche area.  Shannon graduated summa cum laude with her degree in finance from the University of Kentucky.  She also earned her Master of Business Administration from Murray State University.

If you are interested in learning more about our services at Baird, please call our office at (270) 297-3520 or visit our website here.

August 24, 2022 | 12:02 am

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