Do the professionals that work with Progress Wealth Management have any professional designations?
At Progress Wealth Management, we believe that designations MATTER. We don’t hire any advisors who lack professional designations. As you work with us, you should expect to work with no one who has less than 10 years of experience and is a CFP, CPA, EA, or JD. We believe that if your advisor hasn’t taken the time to educate themselves on how best to serve you and help you reach your goals; you shouldn’t trust them. We believe that financial professionals need more than just a license to prove their ability to do their job. A common method of proving capability to do any job is with a set of professional certifications and designations that follow passing a rigorous exam like the CFP.