Striving for New Heights
I am pleased to share the wonderful news that I have recently achieved the WMCP designation from The American College of Financial Services. I sought the WMCP credentialing to add value to my work with emerging affluent, affluent, and High Net Worth individuals and families.
Specifically, the WMCP, in conjunction with my Chartered Advisor in Philanthropy certification and MA in Philanthropic Studies, allows me to
support financial advisors in creating, revising, updating, and executing wealth management plans with charitably-integrated and client values-focused philanthropic education, support, and execution throughout the client's lifecycle.
deepen the client's experience with their advisory team by supporting philanthropic goals and tools from the beginning of the client's journey with a wealth management firm.
It's never too late to discuss charitable goals with a client. This topic consistently rates as one that clients feel is important to them and is generally not fully satisfied by their advisors. Let's talk about how I can help bridge that gap.