Author - T.Taylor Payne

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What Financial Skills Matter in Planning vs. Investing?

What Financial Skills Matter in Planning vs. Investing?

Taylor interviewed Chad and Perry About Professional Skills.

Taylor Payne, CPA/PFS, CFP®, asks Chad Sander, CFP®, Director of Investments, and Perry Moore, CBEC™, CFP®, MBA, Director of Wealth Planning, important questions on why Skills Matter to your financial life planning and living your best life.

What does the investment department do and what skills are required?

Chad: Our investment team members are credentialed professionals. Bethany is a CFA® charter holder, Taylor and I (Chad) are CFP® certificants, and Kyle is a CIMA® professional.  All three of these designations show a commitment to achieving the highest standards in …

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