Perspectives

Jeris B. Gaston Earns CERTIFIED FINANCIAL PLANNER® Designation

Prepared by Bridgeworth, LLC Jeris B. Gaston

Advisor Jeris B. Gaston, CRPC®, has earned the CERTIFIED FINANCIAL PLANNER™ designation. Jeris joined Bridgeworth Financial in 2012. She previously earned the designation of Chartered Retirement Planning Counselor™.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

In addition to her role as financial advisor, Jeris serves on Bridgeworth’s steering committee and co-chair of the firm’s marketing committee. Burns sits on the junior board of the YWCA, the Birmingham Southern College Norton Board of Advisors, and on the Leadership Shelby County Alumni Board. She is a graduate of Birmingham Southern College and Trinity College at the University of Dublin.

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