ARGI Recognizes Another Employee for Earning the Certified Financial Planner™ Credential
ARGI congratulates Jason Simpson in becoming the third CFP© in their Bowling Green office, joining Jeanne J. Fisher, CFP©, CPFA, MBA and CFP© Board Ambassador, and Dena R. Nelsen, CFP©. ARGI currently employs 24 Certified Financial Planner™ professionals in six regional locations.
The Certified Financial Planner Board of Standards’ mission is to provide the public with the standard of excellence for competent and ethical financial planning through the CFP© certification. This certification demonstrates and recognizes a planner’s ability to apply financial planning knowledge to specific client situations and holds the advisor to the highest ethical standards.
Jason Simpson, CFP©
Jason graduated magna cum laude from Western Kentucky University with a Bachelor of Science in Finance. Before joining ARGI in 2015, he assisted medical professionals with technology training and problem resolution with Dell Services. Jason is a 2016 graduate of Leadership Bowling Green. He currently resides in Bowling Green with his wife Tami, and their sons Allen, Colby, Jeremiah, and Nathan.
At ARGI, Simpson serves as a personal planning advisor for individuals and their families. In addition, he works with ARGI’s 401(k) team by assisting both 401(k) clients and their participants.
“We are proud of Jason’s achievement and dedication to his profession. Jason adds to our list of Bowling Green professionals who continue to prove their commitment and determination as leaders in the financial planning industry.” – Joe Reeves, CFP© CEO and Managing Partner of ARGI.
About CFP© Board
CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification. For more information visit www.cfp.net
ARGI has been providing goal-driven comprehensive personal and business financial planning and wealth management to corporate executives, business and practice owners, and their families for 20 years. ARGI’s team of dedicated specialists provides financial planning, investment management, business wealth solutions, tax efficiency and planning, qualified plan management, corporate benefits education and estate planning. Respective services provided by ARGI Investment Services, LLC, a Registered Investment Advisor, ARGI CPAs & Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group.
For more information about ARGI, visit www.argi.net or contact
Emily Trujillo at (502) 753-0609 or EmilyTrujillo@argi.net