September 13, 2022
Greenleaf Trust announces CFP® Certification
Senior Wealth Management Associate Garrett Urman, CFP®, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Garrett is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning […]
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