Welcome and Well Done - Sharing Our Good News - Financial Planning Chapel Hill l Old Peak Financial Advisors

Welcome and Well Done – Sharing Our Good News

July 25, 2021

Welcome and Well Done

Welcome and Well Done – Sharing Our Good News

July 25, 2021

We are sharing two items of good news:

Welcome to Jo Beth Mullens, who joined us recently as a financial planning associate. Jo Beth was previously a professor of geography and environmental studies. A Ph.D., Fulbright scholar in the Czech Republic and published author, Jo Beth has been interested for years in personal finance and decided to make a career change. She is currently studying for her CFP® certification exam.

Congratulations to MaryAnne Gucciardi, who recently passed her CFP® exam after almost a year of intense study. MaryAnne, an entrepreneur who has started businesses in Hong Kong and the US, joined Old Peak in 2020 as our Chief Marketing Officer. She is now working toward the 2-year experience requirement to receive the CFP® certification.

You can read more about Jo Beth and MaryAnne on our website, here.

We are thrilled to have them both on board. We continue to grow. To do that, we need advisors with a commitment to comprehensive planning. The CFP® certification is the gold standard. We also need advisors with unique, lived experiences that add diverse perspectives to our team. Jo Beth and MaryAnne certainly bring that. We are lucky to have them as part of Old Peak.

This article is not intended to provide tax, legal, accounting, financial, or professional advice. Readers should seek advice from qualified professionals who can review their specific circumstances. Old Peak Finance endeavors to provide information that is accurate and current. However, we cannot guarantee that this information has not been outdated or otherwise rendered incorrect by new research, legislation, or other changes. Old Peak Finance has no liability or responsibility to any individual or entity with respect to losses or damages caused or alleged to be caused, directly or indirectly, by the information contained on this website.

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