Our team is continuing to learn and expand their expertise. Join us in congratulating our team on their accomplishments!
Kelly has recently passed the exam for the CFP® designation. The CFP® is often called the gold standard in financial planning with a wide breadth of financial planning topics from “budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing” (CFP® Board).
Adam Werner (CPWA® – Certified Private Wealth Advisor®)
Adam has also gained the CPWA® designation which “is an advanced education and certification program for financial planners and financial advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth” (Investments & Wealth Institute).
We are excited for Kelly and Adam in gaining these tools to provide great financial planning, and we are continuing to improve throughout 2018.