Real Results
I believe the world would be a better place if everyone had a financial plan — I try to do my small part. — Col. John R. (Dick) Power, USA (Ret.), CFP ®
Jaycob Arbogast, CFP® I do pro bono because it supports my community. When my neighbors and friends are successful, the economy does better, people are healthier and our community is vibrant. I love hearing from my pro bono clients how happy and thankful they are to have the stress and weight lifted from their shoulders. Louis Barajas, CFP® I do pro bono in honor of my immigrant parents who never had access to competent and ethical advice in the community in which I grew up in. I want to provide financial dignity to the people in my community that I grew up in and be there to help them. Melissa Brennan, CFP® I do pro bono because it is so rewarding helping widows at the worst time in their lives. John Davidson, CFP® Much of the pro bono work I do is for friends/acquaintances who have recently lost a spouse. It is an unimaginably difficult time for them and their family. But life happens and must go on. The last thing the surviving spouse and/or children should have to spend energy on is getting their arms around their finances. I help get inherited accounts set up and transfers done as needed, discuss budgeting, and putting a spending plan in place with monthly transfers to meet household expenditures, tracking down and implement investment strategies for life insurance proceeds, etc. Depending on the age of the children, we discuss college planning/saving strategies. If I can help them put together a financial plan and reassure them that they are “going to be OK” financially speaking, it is one less thing for them to worry about. Mary Ewasyshyn, CFP® There is a lot of inherent learning around money; if someone didn’t learn these skills growing up they are at a tremendous disadvantage. I want to help educate them to allow them to change the trajectory of their financial life.
Gina Hagen, CFP® It brings a sense of calm to the recipient and empowerment that they are on the right track, or there is a path for a fresh start or there is someone who will just hear their story. Alexander D. Jordan, CFP® I do pro bono because it elevates the community around me. I am a firm believer of helping those in need and one way I can give back to my city is by helping motivated individuals who do not have the resources to access a CFP® professional on their own. I believe that working with these underserved communities will help them get to the next level in achieving their goals. My mission is to help others so they can spread the wealth of knowledge and elevate our great city of Buffalo. I do pro bono because I see the need for financial education in our public schools and community centers. I do pro bono because people don’t need an excessive amount of money to be wealthy, they just need to make sound financial decisions. Without education and direction, their goals seem too far to reach and therefore a lot of people never take the first step. I do pro bono because I know how much of a difference it made to me when I needed financial advice when I was younger. I wnt to pay it forward and provide that help to others. Arnie Pechler, CFP® My mission is to make a meaningful difference in the lives of those I come into contact with and allow them to make a meaningful difference in my life. I also do it out of a sense of gratitude for so many people who helped me. Watching others learn and grow is one of the highlights of my life. As the tide rises, all of the ships rise. We can do together what none of us could do on our own. Col. John R. (Dick) Power USA, (Ret.), CFP® I do this for several reasons. First and foremost, it is because I know financial planning makes a huge difference in people’s lives. And I know most military members in general and most veterans will not reach out and hire someone to help them. I believe the world would be a better place if all had a financial plan, and I try to do my small part with those to whom I can connect. Lili Vasile ff , CFP® I do pro bono because my clients need some grace in their lives to get back on track. I specialize in divorce and special needs families. These transitions are already challenging and to give perspective, guidance and a light at the end of the tunnel when they are striving so hard makes this an easy choice for me. Russ Ketron, CFP® To give comes back 10 fold. Eric Olivero, CFP® Secondly, I do pro bono to teach and educate financial literacy to high school, college and graduate students. Again, the effort is directed to giving them a foundation for building on and getting off on the right footing.
I do pro bono because...
As the tide rises, all of the ships rise. We can do together what none of us could do on our own.
— Arnie Pechler, CFP ®
My immigrant parents who never had access to competent and ethical advice. — Louis Barajas, CFP ®
CFP® professionals volunteer their expertise to provide financial dignity, guidance and hope to those who need it most — whether helping widows navigate loss, supporting veterans, or empowering under-served communities. Their pro bono work transforms lives, one financial plan at a time.
My clients need some grace in their lives to get back on track.
— Lili Vasileff, CFP ®
THE STANDARD
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A LOOK AT 2024
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