Local Advisor Becomes Certified Financial Planner
Calley C. Coldsmith, an associate financial advisor with Coldsmith, Ryder and Associates, a private wealth advisory practice of Ameriprise Financial Services LLC in Mobile, recently obtained designation as a certified financial planner. Coldsmith successfully completed the rigorous requirements that include coursework and a series of examinations covering financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Coldsmith graduated from Auburn University with a degree in Marketing. She has three years of experience with Ameriprise Financial in the financial services industry.
Read More
Subscribe to our weekly newsletter
Sign up here for free to get Bay Business News email newsletter every Friday.
By subscribing, you agree to our User Agreement and Privacy Policy & Cookie Statement.