September 6, 2018 (Bethesda, MD & Washington, DC) – Jenny Wang, CFA®, CFP®, senior investment analyst at Councilor, Buchanan & Mitchell (CBM) has earned her certified financial planner (CFP®) designation from the CFP Board, the organization recognized for fostering professional standards for personal financial planning. She joins Debora E. May, Judith P. Barnhard, Jane Ochsman Rowny, Wendy M. Moyers and Aleksandr S. Seleznev as CBM’s sixth certified financial planner, deepening the firm’s expertise in this area.
In her role at CBM, Wang specializes in investment research, including research and analysis of potential investments and the monitoring of existing portfolio investments. She reviews clients’ portfolios, makes investment recommendations and assists with portfolio re-balancing. She also prepares retirement and cash-flow projections, as well as other calculations for clients.
Professionals who earn the CFP® designation complete extensive training and testing, meet certain experience requirements and maintain rigorous ethical standards to make recommendations in the best interest of clients. They deliver financial planning expertise in budgeting, retirement planning, education savings, tax management and related services.
“I’m pleased that our team members continue to excel in their professional development,” said Peter B. Reilly, CPA, CVA, President and Managing Partner at CBM. “Jenny has shown outstanding dedication to increasing her knowledge of financial planning, thus earning the trust and respect of her clients and colleagues.”
“I extend my congratulations to Jenny,” said Debora E. May, CPA, CFP®, CDFA®, Executive Vice President at CBM and head of the firm’s financial planning practice. “Earning this credential testifies to Jenny’s diligence and dedication to high-quality service. She continues to excel as a valued member of the team, ensuring our clients are served by a true professional.”
Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.