Behind the Battle: Leukemia Fighter to CFP®

by | Aug 3, 2023 | Podcasts

Leukemia Fighter to CFP® – Casey Mullooly

Strap in for a riveting tale of resilience and triumph as Casey defies the odds.

Not only has Casey been battling leukemia with an unshakeable fortitude, but he’s also been laser-focused on his studies to become a Certified Financial Planner (CFP). The cherry on top? His leukemia is now undetectable, and we couldn’t be happier to share this wonderful news. But our conversation doesn’t stop there. We also navigate through the labyrinth that is the CFP exam, dissecting the relevance of its six key areas. We shine a spotlight on the practical application of tax planning and underscore why working with a CFP is beneficial.

In the second half of our conversation, we unpack the essence of trust in the advisor-client relationship. Why should you trust a CFP? How does that certification build credibility?

As we delve into these questions, we emphasize that out of approximately 1 million people in the industry, only 91,000 hold the coveted CFP designation in the US.

Tom and Casey share insights into why this certification is a beacon of trust for clients and how it forms the bedrock for a plan that clients can stick to.

So come, join us as we traverse this journey of victory, education, and trust.

Check out all our podcast episodes right here!

Transcript for Leukemia Fighter to CFP®

Transcript can be found here

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