Kurt is one of six recently appointed CFP® professionals to its CFP Board Ambassador Program, and was carefully selected for his volunteerism and passion for educating the public on competent and ethical financial planning advice. “I am excited to be appointed as a CFP® Board Ambassador! It will give me the opportunity to engage with other CFP® professionals from around the country and give back by promoting the importance of working with a CERTIFIED FINANCIAL PLANNER® professional.”

Kurt earned his CFP® certification in 1994, and since then, has made it a priority to help clients strive to reach their financial goals. With the demand for financial planning at an all-time high, Kurt will be an incredible voice for the public as well as other individuals determined to become CFP professionals.

The CFP Board Ambassador program is a nationwide network of CFP® professionals whose working goal is to raise awareness of CFP® certification. This program was launched in 2010, and has a roster of 37 Ambassadors and counting. As this number increases over time, it provides an abundance of knowledge, experience, and guidance that can be shared with the public to help reach financial goals.

Benefits to Clients and Summit Wealth Group

Kurt Whitesell’s appointment to the CFP Board Ambassador Program is not only a testament to his dedication and expertise but also a significant advantage for his clients and Summit Wealth Group. As an Ambassador, Kurt will have additional resources and access to a network of top financial professionals. His involvement in the program will ensure the most current and ethical financial planning guidance, helping clients achieve their financial goals more effectively. 

Congratulations, Kurt!