• Home
  • Happy Birthday! September 2017

Happy Birthday! September 2017

Tuesday, September 12, 2017 12:18 PM | Stephanie Weadock (Administrator)

Join us in wishing a very Happy Birthday for the month of September to:

Henry Bregman, CFP(R)

Stuart harrell, CFP(R)

William Cantrell, CFP(R)

M. Sue Larkin, CFP(R)

Dale Walters, CFP(R), CPA, PFS

Guy Austin, CFP(R)

Brian Wruk, CFP(R)(US, CDA), TEP, CIM

Sally Taylor, CFP(R), CPA, PFS, MSFP

Jeff Peterson, CFP(R)

Larry Lytle, CFP(R)

Jeffrey Dollarhide, CFP(R), CLU

Jonathan Verder Werff, CFP(R)

Aaron Hail, CFP(R)

Jared Daniel, CFP(R), CRPC(R), EA

Matthew Kelly, CFP(R), CIMA(R)

Justin Kauffman, CFP(R)

Martha Tullis

How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month and day.

of Greater Phoenix

Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

Copyright (c) 2017   FPA of Greater Phoenix                                          Terms of Use     Privacy Policy