Clute Wealth Management is excited to announce that Akemi Chen has earned her Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College for Financial Planning.
The FPQP™ designation is recognized as an ideal way to empower your financial planning support staff and is endorsed and encouraged by the top financial firms. With the designation, Akemi is certified for having a broad knowledge in all aspects of personal financial planning and is better equipped to help Heidi, Christina, and Adam.
Akemi celebrated her 20-year anniversary at Clute Wealth Management and also earned her CMFC Designation in 2019. Her dedication to furthering her financial planning education continually adds value for our clients and around the office.