CSLP® Professional Press Release
Puerto Rico, 03/08/2021 – Giancarlo Díaz-Munio Méndez CFP®, CSLP® a Financial Advisor with Freedom Advisor® , LLC, has been authorized by the Certified Student Loan Advisors Board of Standards (CSLA Board) to use the Certified Student Loan Professional™ and CSLP® certification marks in accordance with CSLP Board certification and renewal requirements.
The CSLP® marks identify those who have met the rigorous experience and ethical requirements of the CSLP Board, have completed student loan planning coursework through the Humboldt State University of the California State University System. The CSLP® denotes advisors that have demonstrated competency in the following areas: financial aid basics, repayment options, repayment risk management, student debt tax planning, and student loan repayment in employee benefits, retirement, and business planning. CSLP® professionals also agree to meet ongoing continuing education requirements and to uphold the CSLP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.
“This accomplishment is significant for me as well as for each of my recent Physician Clients,” said Giancarlo. “The financial planning process is a very personalized, long-term endeavor that demands an acute understanding of an increasingly complex investment landscape. On top of that, we are adding the complexity of student loans, which is an increasing problem for uprising generations and one I don’t see going away in the future.”
“Professional designations serve an essential, two-fold purpose: they signal a strong commitment to an advisor’s career while representing achievement within the financial community. One of our highest priorities at Freedom Advisory® is fostering a culture of respect for the industry and respect for our clients and their financial aspirations,” said Eduardo Ramos, Managing Director.
Giancarlo Díaz-Munio Méndez CFP® CSLP® Giancarlo Diaz-Munio has been with Freedom Advisory® LLC since 2013. He excels in helping his clients through a financial planning approach toward their financial goals and profile. He also feels a great commitment to every person he has the privilege of working with. Giancarlo understands and recognizes the heavy burden and importance of his role in that person’s life.
Giancarlo graduated from the University of Puerto Rico with a bachelor’s degree in finance and also holds the CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board.
About Freedom Advisory
Freedom Advisory®, LLC is an SEC-registered investment advisor that provides a holistic approach that focuses on our clients’ best interests founded in 2008.
For more about Freedom Advisory®, visit www.freedom-advisory.com.
About CSLP Board
CSLA Board is a nonprofit certification organization with a mission to benefit the public by granting the CSLP® certification and upholding it as the recognized standard of excellence for personal financial planning in the area of student loan repayment. CSLP Board owns the certification marks CSLP®, Certified Student Loan Professional™ and federally registered CSLP (with plaque design) and CSLP (with flame design) in the U.S., which it awards to individuals who complete initial and ongoing certification requirements. For more about CSLA Board, visit www.cslainstitute.org