POMFRET CENTER and TOLLAND, CT (May 4, 2023)
Weiss, Hale & Zahansky Strategic Wealth Advisors has announced that Associate Vice President, Wealth Manager Holly Wanegar has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) from the Certified Financial Planner Board of Standards.
The designation demonstrates a thorough understanding of the complex financial planning process, including retirement planning, tax planning, estate planning, and risk management. It also requires meeting stringent standards for education, experience, and ethics established by the Certified Financial Planner Board of Standards.
Those requirements include completion of financial planning coursework, 6,000 hours of experience in the financial planning process, a six-hour exam, and a commitment to adhere to high ethical and professional standards for the practice of financial planning, and to act as a fiduciary when providing financial advice, always putting the client’s best interests first.
“Holly has been an invaluable member of our team at WHZ since 2019, most recently in the role of wealth manager,” said WHZ Principal, Managing Partner and Chief Investment Officer Laurence Hale, AAMS®, CRPS®. “This achievement now enables her to provide even broader and more comprehensive financial planning services to our clients, working in collaboration with the rest of our advisory team, through holistic and fiduciary financial planning solutions.”
WHZ takes an advisory team approach to serving clients, meaning that the firm’s advisors collaborate in creating and maintaining the financial plan that’s best for each client.
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“Our advisory team approach allows us to pool the collective experience of all of our advisors in creating the right Plan Well, Invest Well, Live Well strategy for each of our clients. That collaboration extends to our planning and client service team as well, and that’s one of the differentiators for us as a firm,” said WHZ Principal, Managing Partner, and Chief Goal Strategist James Zahansky, AWMA®.
“So our entire team is deeply committed to providing an exceptional wealth management experience to every client, at every touchpoint, and Holly's hard work to earn designation as a CERTIFIED FINANCIAL PLANNER™ professional is the latest example of that,” Zahansky continued. “We were proud to have helped to foster her professional development and we’re thrilled about this latest achievement for her. I’m excited to see her continued success and contributions to our firm and clients."
Holly Wanegar joined Weiss, Hale & Zahansky Strategic Wealth Advisors in 2019, serving as director of the Client Service team. She was promoted to associate vice president, wealth manager in early 2023, making her part of the firm’s 5-member advisory team which sets the course for its Plan Well, Invest Well, Live Well strategy for clients.
Prior to joining WHZ, she had 7 years of experience working at other financial firms in Hartford, CT in various roles including Trust Administrative Officer and Relationship Manager for high-net-worth individuals.WHZ was founded in Pomfret, Connecticut in 2006 as an independent investment firm. Today the firm offers wealth management and customized financial planning services to individuals, families, business owners and executives, and not-for-profit institutions in 25 states from its offices in Pomfret and Tolland, CT.