Benefits of Utilizing a Certified Financial Planner™

from Boomers Today · host Boomers Today

RJ Devick, Partner, is a CERTIFIED FINANCIAL PLANNER™ and has been a financial advisor for more than 25 years, specializing in investment management, sustainable, responsible and impact (SRI) investing, and retirement planning. RJ joined Penny Bond & Associates in 1993 and became partner of Bond & Devick in 2001. RJ received the Cetera “Quality of Life Award” for his commitment to the profession, his clients, and his volunteer activities. Currently, RJ is on the University of Minnesota Adoption Medicine Clinic Advisory Board, The People Serving People Board, and a member of The Minneapolis Foundation’s Professional Advisory Committee. He is also mentoring businesses through his affiliation with the Minnesota Black Chamber of Commerce.Sponsor: www.SeniorCareAuthority.com

Episode metadata supplied by the publisher feed · Published Aug 4, 2023

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Benefits of Utilizing a Certified Financial Planner™

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