Jay Rowe, financial advisor at Ascend Retirement and Investment Services, obtained his Certified Financial Planner (CFP) designation. The CFP® brand is recognized as the highest standard in personal financial planning. Advisors who earn the CFP have met rigorous CFP board requirements and set the standard for responsible and ethical financial planning.
“Jay has always gone above and beyond for our members and is committed to working to the highest standards,” said Caren Gabriel, CEO of Ascend Federal Credit Union. “CFP certification recognizes the value it brings to members and to our credit union as a whole. “
A finance professional for over 10 years, Rowe has helped individuals, families and businesses plan for their future by providing them with the experience and knowledge to achieve their goals. He received a PhD in Financial Planning from Liberty University, an MBA from Cumberland University, an MA in Mass Communication from Middle Tennessee State University, and a BA in Public Relations from Lipscomb University.
“My priority has always been to help people achieve their financial goals by providing them with sound advice and creating detailed, realistic plans,” Rowe said. “As a fiduciary, obtaining this widely recognized and trusted certification reflects my deep commitment to transparency and an approach that includes active listening and tailoring investments to their unique circumstances. “
CFP Board is a non-profit certification body whose mission is to benefit the public by granting CFP certification and upholding it as the recognized standard of excellence in personal financial planning. The Code of Ethics and Standards of Conduct reflect the commitment that all CFP professionals make to the CFP Board of Directors to maintain high standards of competence and ethics. The cornerstone of the Code of Ethics and Standards of Conduct is the CFP professional’s obligation to act as a fiduciary and, therefore, to act in the best interests of the client at all times when providing financial advice. .
Based in Tullahoma, with over 233,564 members and over $ 3.2 billion in assets, Ascend Federal Credit Union is the largest credit union in mid-Tennessee and one of the largest federally chartered credit unions. in the USA.