We’re proud to announce that Brie Ford, CFP®, Senior Client Service Advisor at Capital Advantage, has officially earned her Certified Financial Planner® (CFP®) designation!
This milestone is a testament to Brie’s dedication, expertise, and unwavering commitment to delivering exceptional client service. Attaining the CFP® certification demonstrates her comprehensive knowledge of financial planning principles, ethics, and practices, further strengthening the value she brings to our clients. As a result of this significant achievement, Brie has been promoted to Senior Client Service Advisor—an exciting and well-deserved recognition of her hard work and growth.
Please join us in celebrating Brie’s outstanding achievement! Her CFP® credential underscores our team’s ongoing commitment to excellence in wealth management and financial planning.
Congratulations, Brie!
