We are proud to announce that Connor and Ryan passed their Certified Financial Planning exam on March 17, 2020. This was no easy task and required relentless studying before and after work, submissions of full comprehensive financial planning case studies and 6,000 hours of professional experience in addition to their bachelor degrees attained in college. 

The CFP® certification has been the standard of excellence for financial planners and shows Connor and Ryan’s commitment to always improving their knowledge and tools available to do the very best job for our clients not only now but also in the future. 

We are extremely proud of them and look forward to the bright future we have ahead of us at Excalibur Financial serving as your financial stewards.