Yeo & Yeo Wealth Management is pleased to announce that Terra Lewis, wealth management assistant, has earned the Financial Paraplanner Qualified Professional (FPQP) designation from the College for Financial Planning.
Peter J. Bender, CPA, CFP®, managing principal of the firm’s Saginaw office and leader of Yeo & Yeo Wealth Management, said, “Terra has done a great job with all the work involved in Yeo & Yeo’s recent transition to HK Financial Services (HKFS) and ProEquities. Having an FPQP on our team will help Yeo & Yeo Wealth Management reach its fullest potential in serving our clients moving forward.”
Completing the certification involved an in-depth training course, covering five disciplines of financial planning: insurance, investments, retirement, tax and estate. The training provides a broad knowledge in all aspects of personal financial planning, allowing paraplanners to better assist advanced financial planners and their clients.
“As an FPQP, Terra will work directly with our clients in gathering information, answering general questions, updating client records and performing data analysis and projections,” Bender said.
Lewis has been with Yeo & Yeo for nine years. In the community, she volunteers for the CAN Council, Taymouth Township Ladies Auxiliary, and various nonprofit charity events.
Investment advisory services offered through HK Financial Services (HKFS), an Independent Registered Investment Adviser. Commission-based securities products are sold by ProEquities registered representatives and offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. HKFS, ProEquities, and Yeo & Yeo Wealth Management are unrelated entities. Neither HKFS nor ProEquities offer accounting, tax or legal services.