We are thrilled to announce that two of our valued team members, Theresa Carguillo, FPQP®, Client Services Associate, and Dustin Cidorowich, FPQP®, Associate Financial Planner, have achieved the prestigious Financial Paraplanner Qualified Professional™ (FPQP®) designation from the College for Financial Planning.
The FPQP® designation is a significant milestone in the financial services industry. It equips professionals with broad, practical knowledge of personal financial planning topics, including:
- The Financial Planning Process
- Investment Basics and Strategies
- Insurance, Retirement, and Estate Planning Proficiency
- Tax Implications of Financial Decisions
This program serves as both a launchpad for those entering the financial planning profession, and a means for experienced team members to deepen their expertise. Dustin and Theresa’s accomplishment reflects their commitment to enhancing the service and support they provide to our family of clients.
Please join us in congratulating Dustin and Theresa on this significant achievement!
