In the latter half of 2021, our Wealth Adviser, Principal and Head of Advice, Kathryn Creasy was crowned FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year.
Discover how Kathryn feels about winning the award, what qualities she believes make successful CFP® practitioners and the influence of the Capital Partners culture in this month’s Money & Life magazine.
The information provided on this site is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different and you should seek advice from a financial planner who can consider if these strategies and products are right for you.
