Doug Tees is now a CERTIFIED FINANCIAL PLANNER™ Professional
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.
You won the jackpot in South Carolina you fortunate bastard. Now what?
What is a CERTIFIED FINANCIAL PLANNER™ (and Why Do I Care)? #CFPPro
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.