Marketing Associate Petra Jurova earns her Financial Paraplanner Qualified Professional™ (FPQP®) designation


Our vision is to inspire, educate, and prepare our clients so they can live the lives they want. With this in mind, our team members are always committed to developing their skills and education to help our clients achieve their financial goals. We are excited to announce that our Marketing Associate, Petra Jurova, recently earned her Financial Paraplanner Qualified Professional™ (FPQP®) designation. Petra’s commitment and diligent effort shine through as she successfully completed a rigorous course of study, immersing herself in the fundamental financial planning concepts and their applications. 

The fusion of her marketing insights with industry knowledge expands Petra’s proficiency and underscores our commitment to delivering top notch service, where an understanding of financial intricacies intertwines with effective communication.

We are excited to see Petra grow and focused on providing an exceptional experience to our clients.

To read more about Petra, visit her bio here , or read her recent employee profile here.

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