Emily Rickman Passes the Certified Financial Planner CFP(R) Exam – News around the MWA Office

July 18, 2023 – Mills Wealth is proud to announce that Emily Rickman, CPA CFP®, has obtained her Certified Financial Planner™ certification with the Certified Financial Planner Board of Standards (CFP Board). Rickman, a Private Wealth Advisor, is responsible for providing guidance to clients on a variety of financial matters including tax, retirement planning, investment management and estate. 

For more than 30 years, the Certified Financial Planner™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and they commit to CFP Board’s ethical standards that require them to put the client’s best interests first.

FAQ

Mills Wealth Advisors works with clients throughout the DFW area, including: