Abacus Planning Group Inc. announced that Bethany J. McKinney has completed all requirements for the CFP credential, which includes three years of experience in the industry and passing the rigorous two-day exam which covers retirement planning, investments, estate planning, risk management and tax planning.
McKinney, a 2010 graduate of The University of South Carolina, began her career with Abacus Planning Group in 2007 while a student at USC and continued working part-time until graduation in May 2010. She joined Abacus in August 2010 as a paraplanner on both the investment team and the financial planning team with a focus on project management.
Abacus is a comprehensive, fee-only financial planning and investment counsel firm manages more than $700 million for 172 clients. Abacus is located at 2500 Devine St. in Columbia.