Published May 30. 2026 09:56AM
Roger L. Berger, financial planner of LPL Financial in Lehighton, has attained his CFP certification, the standard in financial planning, and has been authorized by CFP Board to use the Certified Financial Planner and CFP certification marks.
Berger specializes in retirement planning.
The CFP marks identify those individuals who have met the rigorous experience and ethical requirements of CFP Board, including having successfully completed financial planning coursework at an accredited college or university and passed the six-hour comprehensive CFP certification exam.
The exam covers the following areas: professional conduct and regulations, general principles of financial planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, estate planning and psychology of financial planning.
CFP professionals commit to CFP Board to act as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice. They also commit to upholding CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
CFP Board is the professional body for personal financial planners in the United States. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit.
For more about CFP Board, visit http://www.CFP.net.
Securities and advisory services are offered through LPL Financial, a registered investment adviser.