The Center for Financial Planning is conducting an historic $10,000,000 Capital Campaign to fund the initiatives that will advance a more sustainable and diverse financial planning profession that can secure the financial future of all Americans.
The Center for Financial Planning would like to thank the following companies for their generous support:
Moisand Fitzgerald Tamayo
BGW Limited Partnership
Carson Group Holdings, LLC
Center for Financial Planning, Inc.
CJM Wealth Advisors
Network for Women Advisors
Raymond James Financial
Principle Quest Foundation
Because the challenges facing the financial planning profession are greater than any one company or organization can address on their own, the Center for Financial Planning is inviting broad participation from firms, individuals, and other stakeholders who share the mission of the Center. If you are interested in learning more about becoming involved and supporting the Center, please contact Rochelle Zeidman, Managing Director, Development, Center for Financial Planning, at firstname.lastname@example.org or 202-379-2255.
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