Congratulations on Passing the CPFA®

May 5, 2023 - We congratulate Brooke Paz for passing the Certified Plan Fiduciary Advisor (CPFA®) test. Her achievement is a testament to her hard work and dedication. We are lucky to have her as a member of our team at CUI Wealth Management.

Brooke’s passing of the CPFA® exam demonstrates knowledge in retirement plan design, implementation, and management. We have no doubt that her certification will enable her to serve clients better, and we look forward to the years ahead.

“We are proud of Brooke for her achievement. She continues to be a fantastic team member.” - Michael Sayre, Managing Partner of CUI Wealth Management.