We are thrilled to announce that our colleague, MaryAnne Gucciardi, is officially a CERTIFIED FINANCIAL PLANNER™ professional. MaryAnne did the coursework and passed the exam several years ago and has now fulfilled the work experience requirement.

Since the day MaryAnne joined Old Peak Finance, she has committed to doing what every financial advisor should do: provide truly comprehensive financial advice.

MaryAnne has made it her mission to help clients with the full spectrum of personal finance:

• Goal Planning
• Tax Planning
• Investing
• Insurance
• Estate Planning
• Employee Benefits
• College Financing
• Liability Management
• Retirement Planning

She has developed particular expertise in financial planning for clients with aging parents, in cross-border planning, and in the difficult but critical issues arising from a family member’s death.

Like all of us at Old Peak Finance, MaryAnne is a fiduciary for our clients, putting their interests first and continually looking for strategies to get them closer to their financial goals. Old Peak Finance exists for one reason only: to provide comprehensive, fiduciary advice for each client’s unique financial situation. We are fortunate for MaryAnne’s contribution to making that mission a reality.

MaryAnne said, “I am fortunate to work with a team that has deep expertise in all areas of financial planning and who generously share their knowledge. I am most grateful for the culture of caring for our clients and putting their needs first. I also owe thanks to our Client Service Associates, our firm’s unsung heroes.”

Please join us in congratulating MaryAnne!