Old Lyme-based Exencial Wealth Advisors Gains Female CFP® Professional Strengthens firm’s commitment to offer top-notch service by adding 10th full-time CERTIFIED FINANCIAL PLANNER™ Professional
Exencial Wealth Advisors celebrates the professional achievement of firm advisor Jean Wilczynski, CFP®, as she obtains the CERTIFIED FINANCIAL PLANNER TM certification. This accomplishment marks Exencial’s latest commitment to professional growth as the firm now houses 20 full-time financial advisors, with half holding the prestigious CFP® certification.
Wilczynski joined Exencial Wealth Advisors in 2014 and works with individuals, couples, families and small businesses to help them achieve their most important financial goals. Her newly earned CFP® certification brings value to this role by enhancing the skills she uses daily to deliver objective, reliable counsel on a myriad of financial planning issues. According to CFP Board, clients who work with a CFP® professional are 15 percent more likely to be satisfied or very satisfied with their experience than clients who work with an advisor without certification.
“At Exencial, we strive to become trusted advisors to our clients and build long-lasting relationships that go beyond the basics of financial planning,” Wilczynski said. “Obtaining the prestigious CFP® certification is a sign of my commitment to providing our clients with an unparalleled level of credibility. My colleagues and I are dedicated to expanding our knowledge so we can help our clients achieve their financial goals.”
Wilczynski’s accomplishment and value to her local community is made even more significant by the fact she is joining fewer than 1,400 CFP® Certificants in the state of Connecticut. Furthermore, Wilczynski is part of the minority of female CERTIFIED FINANCIAL PLANNERTM professionals, who currently make up less than 25 percent of the approximately 78,000 CFP® Certificants nationwide.
The CFP® mark identifies those individuals who have met the rigorous experience and ethical requirements of CFP Board, successfully completed financial planning coursework and passed the six-hour CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning.
About Exencial Wealth Advisors
Exencial Wealth Advisors is an independent registered investment advisory firm offering fee-only, objective financial planning, investment management and tax planning counsel to senior corporate executives, entrepreneurs, families and institutions. It has offices in Old Lyme, Conn.; Frisco, Texas; San Antonio, Texas; and Oklahoma City, Okla.
The firm strives to be a source of enduring value to clients by providing independent, unbiased and thoughtful recommendations based on their needs and objectives.
About CFP Board
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. For more about CFP Board, visit www.cfp.net.