Last time I wrote to you about firm news, it was "way back" in 2019 to announce Rebecca Zegles was joining the practice.
Now, I'm pleased to announce after nearly 3 years of study, I am a CFP® professional!
I always considered the CERTIFIED FINANCIAL PLANNER™ certification to be one of the most credible study paths in financial planning. Alas, our industry is rife with an alphabet soup of designations, but the CFP® certification is still sought-after, recognized and respected.
For those clients who have been working with me for many years, you may remember her as Rebecca Stafford from our time together at Raymond James, as we worked closely on the same team for over ten years. With over 20 years of financial services experience, she is a true veteran.
Starting in the business as a part-time research assistant in the late 1990s and quickly advancing to our exclusive Registered Client Service Associate, she was vital to supporting our practice which grew substantially in the 2000s.
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