Doug Tees is a Managing Partner, COO and Director of Financial Planning at Jason Howell Company. As of last Friday he's a CERTIFIED FINANCIAL PLANNER™ professional. Most importantly, he's a friend. Positions of trust must be earned. No degree, designation or "mark" is sufficient alone to test whether someone is trustworthy.
FAIRFAX, VA circa 1997 - 20 years ago, I was just graduating from George Mason University with a degree in accounting, ready to one day to take the CPA exam. I was full of ghost stories about how difficult the CFP® exam was. I heard it was "full of math," divided into 10 sections and even for an accounting graduate - admittedly, I wasn't the top of my class - entirely too hard to even consider. What I didn't know was the CFP® exam was in my future.