Katharine Perry earns her CFP® designation!

We’re happy to announce that Katharine Perry has completed the CFP® certification process, administered by the CFP Board! Prior to the exam, Katharine took a course at Duquesne University and completed the on-the-job hours for employment to pass the exam. The CFP® certification process encompasses seven financial planning subject areas, which include financial statement preparation and analysis, insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning and estate planning.

Katharine’s education has enabled her to have a further and deeper understanding of financial solutions for each client’s unique situation. With this designation she is able to advise clients under a full, financial planning scope.

We are very proud of her hard work. Congratulations, Katharine!

Learn more about the CFP® designation here.

Nathan Boxx, Bradley Newman, Jason Seltzer

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