I’m thrilled to announce that our colleague, Katie Villegas, is officially a CERTIFIED FINANCIAL PLANNER™. Katie did the coursework and passed the exam a few years ago and has now surmounted the last hurdle — work experience.
But what I am proudest of is that Katie is not just a CERTIFIED FINANCIAL PLANNER™. She is what CFP® should stand for — a Comprehensive Fiduciary Planner.
Although the designation is hard to earn, many financial advisors have earned the CFP® mark. Sadly, only a small percentage use it to do what an advisor should do: provide Comprehensive Fiduciary Planning.
That means providing holistic advice — not just on investing, but also on financial goals, estate planning, tax planning and insurance. To achieve your financial goals, comprehensive advice is critical.
That also means being a fiduciary: taking an oath always to act in the client’s interest. Few advisors are willing to do that, because you cannot sell overpriced mutual funds, opaque variable annuities and insurance policies a client does not really need. If you want to make a lot of money, fast, as an advisor, that’s what you sell.
Katie said, “I was told that the first firm you work with will shape how you do financial planning for your whole career. I am beyond lucky to be at Old Peak, formed by colleagues who always put our clients’ needs first. I would not want to be anywhere else.”
Katie — like all of us at Old Peak — is committed to being more than just a CFP®. Expect nothing less than comprehensive, fiduciary advice from us and from your advisor.
Please join me in congratulating Katie!