Big News! Rohan Earns His CFP Certification!

We are thrilled to share some exciting news with you! Our associate advisor, Rohan Rashid, has officially earned his Certified Financial Planner™ (CFP®) designation—a prestigious accomplishment that signifies expertise, commitment, and dedication to delivering the highest standards of financial guidance.

The CFP® certification is one of the most respected credentials in the financial industry. To achieve this, Rohan underwent rigorous coursework, passed a comprehensive exam, and met stringent experience and ethical requirements. This designation ensures that he possesses deep knowledge in areas such as financial planning, investment strategies, tax management, estate planning, and retirement planning—all crucial elements in helping our clients achieve financial success.

Rohan has been trustworthy, dependable, transparent, and demonstrated outstanding integrity since joining our firm several years ago as a client service associate. Please join us in congratulating Rohan on this remarkable achievement! He can be reached at rrashid@davidblountIIPS.com or by calling 407-542-3249.

As always, we appreciate the opportunity to guide you on your financial journey. If you have any questions or want to schedule a consultation, feel free to reach out to Rohan or I anytime.