Riley Lynch completes paraplanner program

Published: 03-03-2023 9:30 AM

Riley Lynch has completed the Financial Paraplanner Qualified Professional SM Program through the College for Financial Planning in Centennial, Colo.

Lynch first joined the staff at Grove Street Fiduciary, a Peterborough fiduciary (fee-only) wealth-management firm, in September 2021 as an intern from Franklin Pierce University. After graduating with a bachelor’s degree in business management and a minor in finance, Lynch became a full-time employee at Grove Street Fiduciary in August 2022.

The Financial Paraplanner Qualified Professional SM course of study encompasses the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Individuals who earn the designation have passed a course exam and signed a code of ethics and disclosure form.

Grove Street Fiduciary provides comprehensive financial planning and investment management services. The firm is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) and is a Paladin Registry Five Star Advisor.

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