Hello Friends,
We are excited to announce that our website has a fresh new look and we invite you to visit our updated site and explore the new features and improvements. It’s the same website address, presperfinancial.com.
In addition to our website update, we have some wonderful news about our team members' recent achievements:
As mentioned in Tom's State of the Union address, we recently brought on a new advisor, Wayne, since starting with us, he successfully achieved his Certified Financial Planner (CFP®) certification. This accomplishment highlights Wayne's dedication and expertise in providing top-notch financial planning services to our clients.
Furthermore, we are proud to recognize Dave, our Operations Associate who has been a valued member of our team for the past 10 years. Dave, who diligently prepares the reports for your client investment reviews, has recently earned his Financial Paraplanner Qualified Professional (FPQP®) certification. This certification underscores Dave's commitment to enhancing his skills and ensuring the highest quality of service in his role.
Please join us in congratulating Wayne and Dave on their impressive achievements. We are confident that their new certifications will further strengthen our team's ability to serve you with excellence.
We hope you enjoy the new look of our website and find it even more helpful. If you have any questions or feedback about the website or our team's achievements, please feel free to reach out.
Best regards,
The Team at Presper Financial