Making Strides in Certifications & Service
One of the many things we take pride in here at Regency is our commitment to professional growth, supporting our employees as they continue their education and helping them grow within the company. Please help us congratulate our very own Wade Wallace for passing his Certified Financial Planning (CFP®) Exam.
Wade has been with Regency for more than two years, working as Paraplanner for our Client Advisors, Chris Comstock, Russ Maltes, and Dan Ray. He will continue to serve as an Associate Advisor and is now a Certified Financial Planner™ here at Regency.
Wade is a 2019 California State University, Fresno, graduate with a degree in finance. He finds joy in focusing on financial planning projects, creating financial planning reports, gathering information, and presenting that information to clients. Raised here in the Central Valley, he enjoys all outdoor activities such as golfing, hiking, and traveling.
The Certified Financial Planning Exam is certification that reflects the current practices of financial planning. Most view this test as the gold standard in the financial planning world. (Although there are many financial advisors all over the U.S., many do not actually hold a CFP® certification.) The CFP® exam is a six-hour test that comprises 170 questions pertaining to all things financial planning, from the simplest scenarios to not-so-common, complicated financial planning tasks.
Wade has dedicated months of his time and effort to studying for this exam, and we couldn’t be any prouder to call him an Associate Advisor at Regency Investment Advisors.