WestPoint Financial Group (WPFG) is proud to launch our Charter Financial Analyst (CFA) Partnership Program for advisors earlier this month. This program will grant WPFG advisors and associates direct access to our in-house CFA to utilize his expertise and skill set within their own practices. CEO, Greg McRoberts, is excited to make the investment to keep WPFG competitive in the advanced markets it serves.
David Brennan, CFA, will be leading the program with primary objectives of overseeing and reviewing firm and advisor investment models, supporting advisors using his investment knowledge in client and prospect meetings, and providing additional advisor resources around investment commentary. Additionally, he will facilitate monthly study group meetings.
“Having access to a dedicated and highly experienced investment professional in-house will give advisors an advantage in this competitive industry, with the goal of helping them grow their practice. I am excited about the work to be done and the opportunity to work with such outstanding advisors.”
– David Brennan
David’s vast skill set and knowledge base around a wide array of financial topics will allow us to continue to enhance our “best in class” focus. This program will give both our advisors and clients yet another resource that provides clarity and advice in a world of infinite information.
Connect with David Brennan.
CRN202702-5883879