Our Newest CERTIFIED FINANCIAL PLANNER™
John Wooden, the legendary coach from UCLA, once said, “Success comes from knowing you did your best to become the best you are capable of becoming.”
Why are we sharing this quote with you right now? Because a valued member of our team at Minich MacGregor Wealth Management just took a huge step toward becoming the best.
Andrew Pallas just became a CERTIFIED FINANCIAL PLANNER™!
Now, there are many different credentials and designations in financial services. But earning your CFP®, as it’s known, is a big deal. In our opinion, the CFP® is one of the highest and most important certifications a financial advisor can earn. It is a mark that the holder has the education and expertise to help people from all walks of life be able to effectively manage their money, plan for retirement, and work toward their financial goals.
Of course, Andrew always had the talent for doing these things. Now, he also has the training.
We are so proud of what Andrew has accomplished because we know how much work it took. To become a CERTIFIED FINANCIAL PLANNER™, he had to complete demanding courses in various aspects of finance, including investing, tax planning, retirement planning, estate planning, risk management, government regulations, and more. Then, Andrew worked to pass a grueling, six-hour long test to prove what he learned. (A test that, on average, only 65% of people pass.1) Of course, this was all on top of the thousands of hours of professional experience Andrew had to acquire first. The result is an even greater ability to serve you and our other clients!
Andrew has consistently impressed us with his desire to help clients, learn new skills, and be the best financial professional possible. We’re so lucky to have him on our team. So, please join us in congratulating Andrew on this accomplishment. And as always, please let all of us here at Minich MacGregor Wealth Management know if there is ever anything we can do for you!
1 “Historical Stats,” CFP Board, https://www.cfp.net/-/media/files/cfp-board/cfp-certification/exam/historical-stats.pdf