06/28/2026
Congratulations to our very own, Katie DeMeo, on passing her Certified Financial Planner® (CFP®) exam! The CFP® designation is the highest standard for financial professionals as it requires rigorous amounts of classes, exams, and studying not only in regard to financial planning but ethics as well. This is a huge accomplishment and we are so proud of Katie for all of her hard work and dedication! PWP is constantly striving to provide the best experience for our clients and this is another step toward that goal. Great job, Katie!