People take notice when you strive for excellence
It affirms our efforts when we receive recognition from our peers and industry. Jeanie Taras has been named to Forbes magazine’s 2022 list of Best-In-State Wealth Advisors* and the 2020, 2021 and 2022 lists of Forbes Top Women Wealth Advisors.**
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
“Our clients can call on us at any time to ask a question and receive a thoughtful, well-reasoned response.”
Jeanie M. Taras, CFP®, CDFA®; Senior Vice President, Wealth Management
