Life never gets simpler and our clients' needs have become ever more complicated. Handling trust accounts, retirement plans, beneficiary designations, and the multiple tax and estate complications that result from serving our clients' needs requires a high level of professional knowledge. It also requires continuing education.
Angela Johnson has been the leading person who makes everything happen with account opening, transfers, funds available, wires, account retitling, and much more. I am delighted to inform you that she has added to her accomplishments by successfully passing the Financial Industry Regulatory Authority (FINRA) Uniform Investment Advisor Law Exam. Known as the Series 65, it is a certification exam for licensed investment advisor representatives in the United States. Topics covered are economics, investment characteristics, client recommendations, laws, regulations, and ethics.
In addition to her long experience working at Treasure Coast Financial Planning, Angela's successful passing of the Series 65 puts many more tools in her professional toolbox.
Hopefully, you have had a chance to meet our newest team member Diego Luna. Diego joined us late last summer after finishing his BA in Business Administration at the University of Central Florida. Diego has now also passed the Series 65 and will be working as a financial planning associate as he studies for his board certification in financial planning.
Diego's job will be assisting Anthony, Ryan, and me in the preparation and development of financial plans. He will also be working with Angela in operations since knowledge of every aspect of our business is necessary for us to provide smoothly integrated services to our clients. Diego will be a very busy young man.
As always, thank you so much for your business. You are the reason for what we do.