Testimonials

Hear Bridget Grimes's story of how she became a CFP® professional 10 years ago, then founded her wealth management firm, WealthChoice, and later, Equita Financial Network, a community of women-led, fee-only financial planning firms.

Hear guidance from JJ Burns, CFP®, CEO of JJ Burns & Company in New York, a wealth management firm catering to ultra-high-net-worth clients, on what financial planning students should do to get their foot in the door and the biggest misconceptions students have about the financial planning profession.

Brenton Harrison, CFP® runs his own firm and hosts the podcast New Money, New Problems. Earning his CFP® certification in 2021 advanced his expertise and credibility, especially as a minority advisor. He urges students to seek certifications that combine strong education with public recognition and to choose additional credentials that align with their target market.

Hear why Lemar Williams, CFP® loves working for a large firm and what he does on a typical day.