Please Congratulate New CFP® Stephanie Cooper!

congrats-bouquetPlease 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!


About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!


3 Responses to Please Congratulate New CFP® Stephanie Cooper!

  1. Valerie Mawdsley December 16, 2016 at 1:09 pm #

    Stephanie – Congratulations on a job well done – I’m sure it was a lot of work to study for this and work full time. I wish you success as you move up the ladder!


  2. Lisa Green January 3, 2017 at 5:43 pm #

    Congratulations Stephanie on this huge accomplishment. Our industry welcomes more smart women well suited to take great care of clients financially and holistically. Wishing you decades of success. (Apologies for my delayed response). Happy New Year to all the team at Adam Financial Associates.

    Lisa Green

    • Mari Adam January 3, 2017 at 6:22 pm #

      Thank you! You know first-hand what it takes! Here’s to a great 2017!! All the best, Mari

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