SitNews - Stories in the News - Ketchikan, Alaska

Local Investment Professional Graduates As Certified Financial Planner™


February 04, 2015
Wednesday AM

(SitNews) Ketchikan, Alaska - Christine Dahl, CFP®, Partner at Otter Creek Partners, a Registered Investment Advisor located in Ketchikan has been authorized as of December 31, 2014 by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® designation marks. Dahl is responsible for working as a financial planner with clients of the firm, specializing in personal financial planning, retirement planning and investment planning.

jpg Local Investment Professional Graduates As Certified Financial Planner™

Christine Dahl

Dahl is one of only seventy (70) Certified Financial Planners™ who have been awarded this prestigious designation in Alaska and one of only two (2) located in Ketchikan, both at Otter Creek Partners. The latest estimates are that there are approximately 70,000 Certified Financial Planners™ currently licensed to practice in the United States. Although anyone can refer to themselves as “financial planners” or “financial advisors”, only those who have met the rigorous experience, ethical requirements and educational coursework, including graduation and successful completion of the examinations can call themselves Certified Financial Planners™.

The CFP® Certification Examinations test proficiencies in the following areas: the financial planning process, risk management, investments, tax planning, retirement, 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.

Otter Creek Partners is a registered investment advisor firm engaged in a consulting practice offering fee-only investment advice, investment management, retirement and financial planning services in Alaska and Washington states, with clients in several others states as well. The firm, located at 337 Stedman Street in Ketchikan, was founded in 2003 by James Dahl and by Mary Lynne Dahl, CFP®. Christine Dahl, CFP® joined the firm in 2012. She holds a Bachelor’s degree in accounting, a Masters degree in business administration/finance and is a Certified Public Accountant (Colorado) in addition to her recently awarded designation as a Certified Financial Planner™.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes approximately 70,000 individuals to use these marks in the United States.

Edited by Mary Kauffman, SitNews


On the Web:

CFP Board

Source of News: 

Otter Creek Partners
337 Stedman St.
Ketchikan, Alaska

Publish A Letter in SitNews

Contact the Editor

SitNews ©2015
Stories In The News
Ketchikan, Alaska

 Articles & photographs that appear in SitNews may be protected by copyright and may not be reprinted without written permission from and payment of any required fees to the proper sources.

E-mail your news & photos to

Photographers choosing to submit photographs for publication to SitNews are in doing so granting their permission for publication and for archiving. SitNews does not sell photographs. All requests for purchasing a photograph will be emailed to the photographer.