![]() To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. * The Certified Financial Planner Board of Standards Inc. I welcome the opportunity to meet you and help make the most of your financial investments. I love to travel with my wife, Becky, and two daughters, play tennis and make the most of every day. I serve our local community as a board member with Junior Achievement – Chisholm Trail and the TXCPA – Fort Worth Chapter. ![]() My experience working with successful families and businesses as a former CPA, coupled with the integrity, work ethic and customer service I learned first-hand from my father and grandfather while working at our family jewelry business, allows me to guide my clients through investment decisions and life events. I have held the Certified Financial Planner* professional designation since 2011. Before becoming a financial advisor with Edward Jones, I was a client who appreciated the meaningful difference they made in my life. Since 2008, I have been a diligent partner for individual investors, helping them reach their multi-generational goals. Related Searches kubes jewelers fort worth kubes jewelers fort worth photos kubes jewelers fort worth location kubes jewelers fort worth address kubes.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |