• Colton J. Hastings Earns CFP® Designation

  • PKS Investment Advisors LLC is pleased to announce that Colton J. Hastings, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

    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 following areas: 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. 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.

    As an advisor with PKS, Colton provides financial planning and investment guidance to clients at all stages of life. Colton’s goal is simple—to help his clients reach their financial goals consistent with their needs and resources. He approaches each client relationship uniquely and measures his success by each client’s own personal and financial satisfaction. Colton maintains a niche in qualified retirement planning, assisting business owners with implementing and maintaining retirement plans while educating the employees of such benefits.

    Colton is active in the community serving on the board of the Salisbury Lions Club as Treasurer. He lives in Salisbury and will marry his fiancé Taylor next month.

    Contact Colton via email or call 800-274-2564 to learn how he can help you with your retirement and investment needs.