JPH Advisory Group is excited to announce the very first winner of the JPH FuturePlanner Scholarship program. The FuturePlanner scholarship is an annual award to a deserving undergraduate or graduate student studying in a CFP Board-approved program of study. After receiving applications from students across the country, Tyler’s entry was chosen based on a number of factors, including academic performance, quality of essay, and social media buzz created by his article online. He is an excellent example of a promising future financial planner, and we are proud to be able to contribute to his future success.
About the Scholarship Program
At JPH Advisory Group, we believe that professional financial planning, when done right, is a force for good in the world. By promoting wise money habits and prudent investment management, the financial planning profession is helping to improve the financial futures of millions of Americans. Therefore, to promote the growth of the financial planning profession and to encourage the development of future CERTIFIED FINANCIAL PLANNER™ professionals, we have created the JPH Advisory Group FuturePlanner Scholarship program — a $500 scholarship to be awarded to a dedicated, enthusiastic, and deserving student studying in an financial planning-related program nationwide. The student must be currently enrolled in an certificate, undergraduate or graduate degree program with a specialization in financial planning (eligible school programs are listed on the CFP Board’s website). All the details regarding the scholarship program, including application instructions, can be found on the scholarship page on our website.
About the CERTIFIED FINANCIAL PLANNER™ Program
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in their clients’ best interest.
About JPH Advisory Group
Jon P. Houk founded JPH Advisory Group in 1992 with one goal in mind: to create a place where he could work in the best interests of his clients. He realized early on that the only way to do this effectively was to break away from Wall Street and become an independent advisor. Along the way, Jon has built JPH into a team of like-minded associates, all focused on providing exceptional wealth management advice and guidance. We listen to our clients’ goals and objectives, develop a strategy to achieve them, and then help them along the way to implement the plan. We understand that every individual financial decision affects the client’s complete, integrated financial picture, and must be coordinated together. Our goal is to come alongside and be their “Personal CFO for Integrated Wealth Management.”