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Jona Moody headshot August 2023

Congratulations to

Jona Moody on His New Certification

We are pleased to announce that Jona Moody, Registered Client Service Associate, obtained the CERTIFIED FINANCIAL PLANNER™ certification this month.  While Jona continues assisting our clients in his current capacity, we are excited for him as he continues to further his education in wealth management.  Please join us in congratulating Jona on his significant accomplishment!

The Certified Financial Planner™ certification identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® certificants also agree to meet ongoing continuing education requirements.