We have some exciting news to share. Our team member Courtney recently passed the arduous CERTIFIED FINANCIAL PLANNER™ exam and meets all the CFP® Board’s criteria to become a CFP® certificant. Courtney has been working towards this designation since she started with us full time back in 2018. During this time, she also became a Certified Student Loan Professional and state registered Financial Advisor. Now that she’s completed these intensive studies, Courtney looks forward taking a larger role at GFP in providing additional financial planning services to our clients in 2023.
Now we are a team of 3 CFP® Practitioners, all of whom have different specializations.
- Courtney will continue focusing on clients in the earlier stages of their careers, including those who are juggling student loans while also saving for future goals such as a first home or children's college funds.
- Irina manages our client investment accounts at TD Ameritrade, Schwab, TIAA, and Vanguard as well as providing recommendations for overall asset allocation amount client 401Ks, the Federal TSP, and other accounts.
- Debbie rounds out the team as the lead advisor for most clients and focuses on retirement planning, cash flow projections, tax projections, as well as comprehensive financial planning for clients who have retired or are eagerly working toward financial independence.