Benefits of Utilizing a Certified Financial Planner™ - podcast episode cover

Benefits of Utilizing a Certified Financial Planner™

Aug 04, 202331 min
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Episode description

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
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