SALLY J. RYCROFT, CGA, CFP, RFP President, Rycroft & Associates, Inc.
Sally has over 30 years of experience in the financial services industry and has worked exclusively as a financial planner since 1982. In 1989 she established Rycroft & Associates, a fee only financial planning firm. Sally excels at helping her clients focus on the “big picture” by mapping out a future based on all the possibilities life has to offer.
Sally is a member of the Financial Planners Standards Council and is a past chair of the Standards Council’s Panel of Examiners. Sally also sat as a member of the Standards Council’s Academic Advisory Committee and the Certification Scheme Advisory Committee.
Sally is a member of the Retirement Planning Association of Canada, the Institute of Advanced Financial Planners and the Advisors Committee for the Vancouver Foundation.
Sally has been a member of the Board of Directors of the Financial Planners Standards Council since 2007.
CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
are certification marks