Wealthmark Advisors has announced that Garrett Weeks, paraplanner, has earned the Certified Financial Planner™ (CFP®) designation, a credential recognized as one of the highest standards in personal financial planning.
Weeks has worked in the financial services industry since 2020 and joined Wealthmark Advisors in 2022. He brings experience in nonprofit leadership along with a focus on serving the Kitsap community. In his role as financial advisor, he works with clients on income distributions, Roth conversions, and retirement planning strategies.
“I’m excited to put this knowledge to work for our clients,” Weeks said. “My goal is to help the great families we serve in Kitsap retire with confidence, knowing that every decision we make together is backed by sound planning and strategy.”
Leave a Reply