Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors

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To master a skill, Malcolm Gladwell, author of Outliers, says it could take up to 10,000 hours. Which can be broken down to about 9 years (practicing 4 hours each day and at least 5 days per week).

This is how I have felt these past few years studying for the Certified Financial Planning (CFP®) designation. A Certified Financial Planner is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning and retirement.

In order to take the board-certified exam, you had to pass all six of their education requirements. Currently, I am in enrolled in the 10-week exam prep to take the board-certified exam in early July. Preparing for the board-certified exam over these past few years has taught me patience, self-discipline and an increased usage of time blocking.

After the board-certified exam has been passed in July, I can spend my time reading Outliers!

Branden has been a key member of the Independent Financial Services (IFS) team since 2013. He is a Financial Advisor, Portfolio Technician, Certified Financial Planner, and Accredited Asset Management Specialist. Branden’s professional registrations include the Series 7, Series 66 as well as Florida Life, Health and Variable Annuity insurance licenses. As a Financial Advisor, Branden develops financial plans for clients which includes creating and modeling different possible financial scenarios, preparing client reports along with providing key recommendations for helping clients achieve their financial goals.  

Roth IRA owners must be 59½ or older and have held the IRA for five years before tax-free withdrawals are permitted. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material nor is it a recommendation. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Branden Sears and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance does not guarantee future results. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions.