Lisa Moe, CFP, wealth advisor with Bell Investments at Bell Bank in Fargo, N.D. 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. Moe has worked at Bell Investments since 2005 and has 21 years of experience in the financial industry.
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. CFP Board owns the certification marks CFP. Certified Financial Planner and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 80,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
Moe earned her degree in finance with concentration on investments from Minnesota State University Moorhead. Moe lives in West Fargo, N.D. with her husband, Brian, and their two children.
Bell Investments is located at Bell Bank. Founded in 1966, Bell is the largest independently owned bank in the upper Midwest, with 22 full-service banking locations, more than $6 billion in assets and over $6.5 billion in assets under management through its wealth management division.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bell Bank deposits and are not FDIC insured. These products are not obligations of the Bell Bank and are not endorsed, recommended or guaranteed by Bell Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bell Bank and Bell Investments are not registered broker/dealers and are not affiliated with LPL Financial.