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Jeannie Holliday was named to Forbes Top Women Wealth Advisors Best-in-State 2022 list

Why work with a cfp®?

 

Jodi Perez, CEPA, CFP®

Partner, IFS

Senior Financial Advisor, RJFS

Learn more about

the importance of having a

Certified Financial Planner®

on your team.

What is a Certified Financial Planner®?

Becoming a CFP® is one of the most difficult and prestigious designations to obtain, as it requires a stringent process and and years of experience.  This professional designation is awarded by the Certified Financial Planner® Board of Standards, Inc. to professionals in the finance industry after successful completion of the required standardized exams.

Why is this important?

An advisor who has completed the required steps to obtaining this designation reflects years of experience and high-level understanding of financial planning, taxes, estate planning, retirement, and much more.  Having a CFP® on your side means having an advisor who follows a fiduciary standard that will keep your finances and best interest at the forefront to result in reaching your financial goals.

How can a CFP® help me?

At IFS, our advisors are decorated with impressive credentials and designations to help navigate your financial decisions through every stage of life, whether that is through retirement, divorce, investing as a millennial, going through a colossal life transition, etc.  Contact us today to learn more about how we can serve you!

 

Disclaimer – Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC | Privacy Policy. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not deposits or obligations of the bank, not insured by the FDIC, bank insurance, or any other government agency, not guaranteed by First National Bank of Pasco, and are subject to risks, including the possible loss of principal. Independent Financial Services and First National Bank of Pasco are not registered broker/dealer(s) and are independent of Raymond James Financial Services, Inc., member FINRA / SIPC.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP®  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of 7 years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Research Summary (As of February, 2022) 34,500 nominations were received, based on thresholds (9,850 Women) 18,465 Advisors were invited to complete the online survey. 13,549 Advisors were interviewed by telephone. 2,610 Advisors were interviewed in-person at the Advisors’ location and 1,203 were Advisor web based interviews. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.

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