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PFP Section: Your partner in navigating financial planning
Sep 21, 2023 · 1 min watch
As the economic landscape changes and clients face increasingly complex decisions, your role as a trusted financial adviser is essential in helping people secure their future.
Jason M. Deshayes, CPA/PFS, CFP, CKA, Chief Operating Officer at Cook Wealth, shares how PFP Section membership has benefitted his firm, allowing it to apply “that overall wealth of knowledge … making sure [clients] have a better circumstance.”
Jimmy Williams, CPA/PFS, CFP, Chief Executive Officer/President at Compass Capital Management LLC, shares how his firm uses the checklist and resources, but that his biggest takeaway from the PFP Section is community.
From CPE webcasts and technical guides to toolkits, the resources you access through PFP Section membership will empower you to enhance your expertise and client service.
Join the PFP Section today and take your advisory services to new heights.
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