Park View Federal Credit Union is excited to announce that Debra (Debbi) Mowery has completed the CERTIFIED FINANCIAL PLANNER™ examand obtained her CFP® certification.
Mowery has ten years of experience helping clients align their values and goals with their financial assets through insightful financial and investment planning, as well as college and retirement planning. She has served as a financial advisor at Park View Financial Advisors since 2016. Mowery earned a bachelor’s degree from Virginia Tech and a master’s degree from James Madison University.
“The courses covered in this program affirmed how I work with my clients,” said Mowery. “The approach I take allows me to understand client situations and find customized solutions.”
CFP® professionals take a holistic, personalized approach to bring all the pieces of a client’s financial life together. As part of the CFP® certification, CFP® professionals have also made a commitment to the CFP Board to act as a fiduciary when providing financial advice to a client.
Debra Mowery