Achievement Unlocked: Mitch Passed the CFP Board Exam!

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
08/10/2020 26 min

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Episode Synopsis

Clint & Mitch are in the booth this week to share some exciting news... Mitch passed his CFP Board Exam! In this episode, they break down what being a Certified Financial Planner means and how that expertise benefits Walkner Condon clients. (And, in case you're counting, that brings Mitch to not one, but two designations he can put after his name!)

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