Spartanburg, South Carolina – Jeter Hrubala Wealth Strategies, LLC is pleased to announce that Senior Financial Advisor Becca Mathis has earned the prestigious CERTIFIED FINANCIAL PLANNER designation, having completed the CFP® Certification Exam and meeting the rigorous education, experience, and ethical requirements.
Mathis joined Jeter Hrubala Wealth Strategies in 2018 after 11 years with Columbia Threadneedle Investments, a Boston-based asset management firm. She began her pursuit of the CFP® designation by first earning the Accredited Asset Management SpecialistTM designation in 2018. From there, she continued the required educational coursework to qualify for the final exam administered by the CFP® Board. The CFP® curriculum covers 7 Principal Knowledge Topics including: Financial Planning, Insurance Planning, Investment Planning, Tax Planning, Retirement Planning, Estate Planning, and the Psychology of Financial Planning. The coursework then concludes with a capstone course in comprehensive financial planning.
Beth Jeter Hrubala, President of Jeter Hrubala Wealth Strategies, added “The CFP® designation is considered the standard of excellence in financial planning. We want our clients to feel confident when working with our team and know that we have the technical skills to assist with their customized financial situation based on their unique circumstances and goals. Having an additional CERTIFIED FINANCIAL PLANNER professional on our team allows us to continue to offer our clients a high level of expertise and service.”
Mathis develops customized financial plans, conducts investment research and analysis, and assists in all aspects of client relationships. Mathis added “I have had the privilege of working alongside Beth Jeter Hrubala for several years now and have witnessed the value the CFP® designation brings to our work with clients. I am excited to use the knowledge I gained to further assist clients with their financial planning needs and achieving their life goals.”
The team of advisors at Jeter Hrubala Wealth Strategies offers investment management and financial planning services to individuals and families throughout South Carolina. The team works with clients who are seeking an ongoing partner to assist them in making financial decisions and growing, managing, and sustaining wealth. Although the team enjoys serving a diverse group of individuals and families, each with their own goals and interests, the team is particularly proud of the services they provide to women who are experiencing a major life transition, such as a divorce, the loss of a loved one, or a career change. The company has offices at 101 West St. John Street in Spartanburg, SC, and 103 Palm Boulevard in Isle of Palms, SC.
More information regarding Jeter Hrubala Wealth Strategies can be found at www.jhwealthstrategies.com or by contacting Beth Jeter Hrubala at email@example.com or 864-764-1789.
Certified Financial Planner Board of Standards Inc. owns the certification market CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
About Raymond James Financial Services:
As of 09/30/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.09 trillion.
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