Financial Planner of the Year Award
NAIFA Houston is introducing its newest award, the Financial Planner of the Year Award at the 2024 Annual Awards Dinner.
The Financial Planner of the Year is one who embodies their fiduciary responsibility and operates with the highest ethical standards. They are compensated for at least 10 financial plans per year, have no derogatory marks on their U-4, and are series 65 or 66 licensed.
Past Award Recipients
2024:
Gary Wurl, CFP