(Springfield, MO) – KPM Wealth Advisors is proud to announce that Skyler Petruccelli, Paraplanner, has successfully passed the CERTIFIED FINANCIAL PLANNER® examination and is now a CFP® professional. Becoming a CFP® professional, certified by the CFP Board, signifies that the education, examination, experience, and ethics requirements for certification have been met.
The CFP® certification is a widely recognized designation in the financial planning profession. Passing the CFP® exam requires extensive preparation and a deep understanding of areas including investment management, retirement planning, tax strategies, estate planning, and risk management.
In her role at KPM Wealth Advisors, Skyler supports strategy development and provides research and analysis to help deliver tailored solutions for clients. She also plays an integral role in client service support, providing a high level of care and responsiveness.
“Skyler’s achievement reflects her dedication to both her professional growth and the clients she serves,” said Skylar Smith, Partner, Wealth Advisor of KPM Wealth Advisors. “We’re excited to see her continue to build on this accomplishment and contribute to the success of our team and clients.”
Skyler earned her Bachelor of Science degree in Finance from Missouri State University and holds the Series 7 and 66 licenses from the Financial Industry Regulatory Authority.
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About KPM CPAs & Advisors:
Since 1966, KPM has served a variety of industries and clientele, providing accounting, audit, tax, and consulting services to help clients prosper. The firm was named one of Accounting Today’s ‘Best Firms to Work For,’ is one of the largest locally owned CPA and advisory firms in Southwest Missouri (Springfield Business Journal), a top Midwestern firm (Accounting Today), and a top 300 firm in the U.S. (INSIDE Public Accounting). KPM also is an independent member firm of PrimeGlobal and is located in Springfield, Missouri.
Reference:
Megan Artz, Marketing Director
KPM CPAs & Advisors
417.882.4300
martz@kpmcpa.com
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