PORTLAND, Ore. (PRWEB) January 29, 2018
McGee Wealth Management, Inc., Portland, Oregon is honored to recognize Travis A. Harper, CRPC®, Director of Financial Planning MWM and Registered Associate, RJFS, for achieving CFP® practitioner or CERTIFIED FINANCIAL PLANNER™ practitioner. The Certified Financial Planner Board of Standards (CFP Board) authorizes Mr. Harper to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
Travis Harper joined McGee Wealth Management early in 2016 after three years with another independent organization. He manages the financial planning department for the McGee firm which employs a comprehensive and collaborative financial planning process. His work supports the firms lead advisors in wealth management strategies, advanced planning and client/advisor collaboration.
Harper attained his Bachelor of Science degree from Oregon State University with a focus in international business, finance, healthcare management and policy. He holds Series 7 and 66 securities licenses and Oregon life and health insurance licenses. He earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation in 2016. Travis says, “I have a deep and abiding passion for the financial planning profession. I cannot imagine a better way to serve others while making a positive impact on their lives.”
The CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing Responsibility, Rules of Conduct and Financial Planning Practice Standards.
About McGee Wealth Management
McGee Wealth Management, is a fee based, advisory, wealth management office, integrating financial services with holistic planning, consulting, and asset management. With the exemplary credentialed staff, comprehensive services, and philanthropic recognition, McGee Wealth Management believes their “Making Life a Richer Experience” motto exemplifies their stellar client relationships, built on trust and collaboration, with a strong focus on the financial needs of multi-generational families.
McGee Wealth Management’s key team members include Judith McGee, L.H.D., CFP®, ChFC®, CEO/Chairwoman (MWM) & Co-Branch manager (RJFS), D. Linette Dobbins, CFP®, President/CCO (MWM) & Co-Branch Manager (RJFS), and Jennifer Currin Gutridge, CFP®, Executive Vice President (MWM) and Financial Advisor (RJFS).
Visit http://www.McGeeWM.com, call 503-597-2222, or write 12455 SW 68th Ave. Portland, Oregon 97223 for more information. McGee Wealth Management is an Independent Registered Investment Advisor. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory and financial planning services offered through McGee Wealth Management, Inc. McGee Wealth Management, Inc. is not a registered broker/dealer and is independent of Raymond James financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.