You might have seen the news release late last year when we announced Treybourne Wealth Planners (TWP) hired Timothy Voegele, CFA®, CFP®. You are likely familiar with the CFP® (Certified Financial Planner) designation since Stephanie Willison and I are CFP® professionals, and Jessica Beaman is well on her way to attaining this well-known planning designation. The CFA® (Chartered Financial Analyst) is new to TWP so I thought I would explain to you the reasons we are glad to add Tim to our team.
Tim successfully completed all 3 levels of the CFA® study level process:
Level I: Focuses on a basic knowledge of the ten topic areas and simple analysis using investment tools
Level II: Emphasizes the application of investment tools and concepts with a focus on the valuation of all types of assets
Level III: Focuses on synthesizing all of the concepts and analytical methods in a variety of applications for effective...