ADV-2B - Dianne M. Webb Brochure Supplement (December 5, 2019)

Sep 26, 2026

Uploaded by asda1da

Brochure supplement providing biographical and professional details for Dianne M. Webb of Stonebridge Financial Planning Group, LLC, dated December 5, 2019. Includes contact information, educational background, employment history, and professional designations such as CFP® and Enrolled Agent. Describes CFP® certification disclosures: voluntary nature, recognition, education and examination requirements, experience thresholds, and ethics obligations. Summarizes ongoing continuing education and enforcement consequences for noncompliance, plus enrolled agent qualification tracks and continuing education criteria.

LanguageEnglish

CategoryHealthcare

FormatPDF

Pages20

Reading Time50 min

AccessFree to download

Educational Background and Business Experience

Professional Designations and Disclosures

CFP® Certification Requirements

Ongoing Education and Ethics

Enrolled Agent Qualification Tracks

Qualifying Continuing Education

Item 1-Cover Page Dianne M. Webb Stonebridge Financial Planning Group, LLC 203 Hillcrest Street Orlando, FL 32801 (407) 695-7100 December 5 , 2019 This Brochure Supplement provides information about Dianne M. Webb that supplements the Stonebridge Financial Planning Group, LLC (“Stonebridge”) Brochure (“Brochure”) . You should have received a copy of that Brochure. Please contact Dianne M. Webb, President/Chief Compliance Officer at (407) 695-7100 or via email at [dwebb@stonebridgefpgroup.com](dwebb@stonebridgefpgroup.com) if you did not receive Stonebridge’s Brochure or if you have any questions about the contents of this supplement. Additional information about Dianne M. Webb is available on the SEC’s [website at](website at www.adviserinfo.sec.gov)[ ](website at www.adviserinfo.sec.gov)[www.adviserinfo.sec.gov](website at www.adviserinfo.sec.gov). Item 2-Educational Background and Business Experience Dianne M. Webb, CFP®, CDFA®, Enrolled Agent, (CRD \#4760887) Date of Birth 1958 EDUCATION: Certificate of Financial Planning from Florida State University in Tallahassee, FL (2003) Business Administration Bachelor’s Degree (BSBA) in Finance from University of Arizona in Tucson, AZ (1980) EMPLOYMENT: President/Chief Compliance Officer-Stonebridge Financial Planning Group, LLC (1/2013 to Present) Advisor/Partner – Stonebridge Financial Planning Group, LLC (10/2007 – 12/2012) Registered Representative-Triad Advisors, LLC (10/2010 to Present) Registered Person- Invest Financial Corp. (09/2005 to 09/2010) PROFESSIONAL DESIGNATIONS: CERTIFIED FINANCIAL PLANNER™ Professional (2006) PROFESSIONAL DESIGNATION DISCLOSURES: CERTIFIED FINANCIAL PLANNER™ Professional CFP®, and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) Professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”) . The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 62,000 individuals have obtained CFP® certification in the United States. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university) . CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning; Examination – Pass the comprehensive CFP® Certification Examination. The Examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances; Experience – Complete at least three years of full-time financial planningrelated experience (or the equivalent, measured as 2,000 hours per year); and Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks: Continuing Education – Complete 30 hours of continuing educ

FAQs

What is the purpose of this brochure supplement and who is it about?

It supplements the Stonebridge brochure with additional information about Dianne M. Webb, including her background and professional disclosures.

What educational and employment information is provided for Dianne M. Webb?

The document lists her financial planning certificate and degrees, along with employment roles and date ranges at Stonebridge and other firms.

What disclosures and requirements apply to the CFP® certification mentioned in the supplement?

It explains CFP® is voluntary, recognized for education and ethical standards, and outlines the education, examination, experience, and ethics requirements, plus continuing education and enforcement outcomes for noncompliance.

Sep 26, 2026

Uploaded by asda1da