EP 175: The One Where Preston Becomes a CFP®

Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®

English - April 25, 2023 12:40 - 7 minutes - 6.49 MB - ★★★★★ - 8 ratings
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Previous Episode: EP 174: Is it Too Late to Have Nothing Saved for Retirement?

Next Episode: EP 176: House Hacking

Nick Hopwood, CFP® is joined by Peak's Preston Gee, wealth advisor. In this episode, Preston talks about becoming certified as a financial planner — and shares the process it took for him to accomplish his dream.

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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.