SIOUX CITY, Iowa — Security National Bank announced that Krista Biernbaum, a securities analyst within the bank’s Wealth Management Division, has been awarded the Certified Financial Planner (CFP) designation.
The CFP designation is reserved for a select group of the financial planning industry’s most trusted professionals. To achieve the credential, Biernbaum met a group of comprehensive professional and ethical standards, as set forth by the Certified Financial Planner Board of Standards, Inc.; and passed a competency-based exam in the areas of financial planning, risk management, investments, tax planning, retirement and employee benefits and estate planning.
An employee in Security National Bank’s Wealth Management Division for the past six years, Biernbaum manages client portfolios, analyzes securities and performs daily trading activities. She holds a Bachelor of Science degree in mathematics from Wayne State College.