Please join with us in offering warm congratulations to Stephanie Cooper in our office, who just successfully completed all requirements of the CERTIFIED FINANCIAL PLANNER™ program and earned her right to use the CFP® mark!
It’s a huge accomplishment to complete the CERTIFIED FINANCIAL PLANNER™ curriculum and requirements.
Stephanie is also receiving a well-deserved promotion to the position of Client Advisor.
She is an active member of the South Florida Chapter of the Financial Planning Association, where she serves on the Executive Committee of the Board of Directors and helps champion its NextGen initiatives to encourage rising talent in our profession.
So when you next see Stephanie, please remember to congratulate her on this significant accomplishment!
Congratulations, Stephanie, and thank you – on behalf of our firm, our clients, and the Financial Planning Association community of South Florida! We appreciate all you do!