We’re Celebrating Kelsey’s Latest Achievement!


Please join us in congratulating Kelsey on earning the Certified Plan Fiduciary Advisor (CPFA®) designation!

This accomplishment reflects Kelsey’s dedication to excellence in retirement plan advising and her commitment to helping plan fiduciaries manage their roles and responsibilities with confidence. The CPFA® designation demonstrates the advanced skills and expertise needed to support fiduciary decision-making and ensure successful plan outcomes for participants.

At Ashwood Financial Partners, we’re proud to have Kelsey as part of our team, delivering service and guidance to our clients. Congratulations, Kelsey!




 
The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Advisor Services Holdings C, Inc., d/b/a Kestra Holdings, and its subsidiaries, including, but not limited to, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, and Bluespring Wealth Partners, LLC. The material is for informational purposes only. It represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. It is not guaranteed by any entity for accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. Kestra Advisor Services Holdings C, Inc., d/b/a Kestra Holdings, and its subsidiaries, including, but not limited to, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, and Bluespring Wealth Partners, LLC. Does not offer tax or legal advice.

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