CHAPIN, SC – July 22, 2008 — Denise Cowles, of Core Advisors, a Chapin financial advisor, has earned the REGISTERED PARAPLANNER (RP) designation awarded by the College of Financial Planning and will be able to provide more service to Core Advisors’ clients.
“Denise has long been a valued employee, and my clients appreciate her presence already,” said Thomas Gore, CERTIFIED FINANCIAL PLANNER™ practitioner and founder and CEO of Core Advisors. “With this REGISTERED PARAPLANNER designation, Denise will be able to work on the basic elements of financial planning, which will supplement my work on clients’ long-term goals.”
The REGISTERED PARAPLANNER designation is granted after an educational program consisting of learning terminology, different financial planning product categories and general planning concepts. Cowles has also learned how to conduct client needs assessments. All of these steps are designed to help financial planners build lasting, beneficial relationships with clients.
“I now have a better understanding of our complex planning services which helps me to be a better resource to our firm and ultimately to our clients,” said Cowles.
Working under a fee-based business model, Core Advisors focuses on building wealth for busy professionals, and specializes in comprehensive financial planning for dental professionals. Core Advisors was conceived to provide objective, highly targeted advice for the dental community and related professions. With comprehensive services ranging from basic financial plans to complex investment advice, the company is working to bring a smart, personal touch to South Carolina financial planning.
To learn more about Core Advisors, call (803) 941-4440 or e-mail [email protected].