At WH Cornerstone Investments, we never stop learning!

Recently, the College for Financial Planningawarded Dawn Gorman, our Director of Customer Experience, the designation of Financial Paraplanner Qualified Professional (FPQP™).

“I wanted to pursue the FPQP™ designation to better serve the needs of our clients. Having a better understanding of the complete financial planning process and its terminology allows me to keep our clients organized and on track to a bright future. Helping people is what I truly enjoy, and continuing to learn about their needs makes it that much more rewarding,” Dawn shared.

Those who earn this designation have completed a course of study covering the financial planning process, the five disciplines of financial planning and general financial concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

“Dawn has been a valuable addition to our team. Her new designation demonstrates her commitment to continuous learning and having the latest knowledge in order to be of the greatest service to our clients” says, Bill Harris CFP(R), President of WH Cornerstone Investments.

Never stop learning because life never stops teaching.

Learn more: College for Financial Planning

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W.H. Cornerstone Investments Inc. (“WH Cornerstone”) is registered as an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WH Cornerstone in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WH Cornerstone, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Recently, the College for Financial Planningawarded Dawn Gorman, our Director of Customer Experience, the designation of Financial Paraplanner Qualified Professional (FPQP™).

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