Forum Advisor Meghan Nolan has obtained the distinguished CERTIFIED FINANCIAL PLANNER™ certification. After seven years in sales and marketing, Meghan decided to make a career change and joined Forum.
Meghan said, “After I started my own family, I realized the importance of taking steps early on to plan for the future. That is why I chose to begin this new chapter in my professional life. Now, I can help individuals and families make sound financial decisions at all points in their lives.”
As of September 30, the CFP Board reported that female CFP® professionals make up only 23 percent of all CFP® professionals. CFP® professionals comprise only approximately 25 percent of all practicing financial advisors in the industry.
The CFP Board requires professionals to complete numerous requirements, including six individual courses with final examinations, a capstone course and a seven-hour CFP Board examination.
Forum congratulates Meghan on obtaining her CFP® certification.