September 3, 2024

Celebrating the Drive to Keep Learning: Molly Kaminski and Ella Brotherton Achieve Their FPQP® Credentials

Heather Gudac

We are thrilled to announce that Molly Kaminski and Ella Brotherton have successfully earned the Financial Paraplanner Qualified Professional SM (FPQP®) designation from the College for Financial Planning. This accomplishment showcases their dedication to excellence and commitment to continuous learning in the financial planning field.

The FPQP® designation covers investment strategies, retirement planning, estate planning, and tax considerations. Molly and Ella’s success in this program signifies their readiness to better support our clients.

Molly and Ella’s journey to achieving the FPQP® designation reflects their hard work and dedication. This credential equips them with enhanced skills and a deeper understanding of financial planning, enabling them to provide more comprehensive, personalized plans tailored to our clients’ unique needs and goals.

Both Molly and Ella are now enrolled in the Certified Financial Planner™ (CFP®) program, continuing their pursuit of knowledge and professional development. Their enthusiasm for learning sets a powerful example for our entire team.

For our clients, Molly and Ella’s achievements mean an elevated level of service and expertise. Their expanded knowledge allows them to assist more effectively in creating tailored financial plans that address both immediate needs and long-term goals.

At Financial Symmetry, we celebrate Molly and Ella’s accomplishments and their dedication to our clients’ well-being. Congratulations to Molly and Ella on this significant milestone! Your hard work and commitment are truly commendable. Here’s to your continued success!

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September 3, 2024

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Heather is our Chief Operating Officer and partner with the firm. Heather is responsible for overseeing operations across our firm to enhance the quality of our client relationships. She began her career with Financial Symmetry in 2006 as an intern and became a shareholder in 2013.

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