At Financial Symmetry, we believe that continuous learning helps us better serve our clients. Today, we’re celebrating Riley Davison and Garrison Weaver, who have taken the next step in their careers by earning the Financial Paraplanner Qualified ProfessionalSM (FPQP®) designation from the College for Financial Planning.
This achievement is a reflection of their passion, dedication, and drive to bring even more value to our clients.
The FPQP® designation requires a thorough understanding of the foundational elements of financial planning. By earning this credential, Riley and Garrison can provide invaluable support to our team, helping advisors review and analyze financial information to create plans tailored to our clients’ specific goals.
Having FPQP®-certified professionals on our team ensures that we can offer enhanced support in all areas of financial planning, and we’re thankful for Riley’s and Garrison’s commitment to earning this certification.
We couldn’t be prouder of them for embracing this opportunity to deepen their knowledge and expertise. Their hard work and determination reflect our team’s shared commitment to professional growth, excellence, and, most importantly, serving our clients with the highest standards. Please join us in congratulating Riley and Garrison on this incredible accomplishment!
Heather Gudac
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.
