FPA DFW Pamela Yip Memorial CFP® Exam Fee Scholarship

Carter Financial’s Zack Smutzer Wins Prestigious FPA DFW CFP® Scholarship

by | Oct 25, 2024

Zack Smutzer, of Carter Financial Management, is honored to receive the FPA DFW Pamela Yip Memorial CFP® Exam Fee Scholarship! This prestigious achievement celebrates a commitment to excellence in financial planning and emphasizes the value of becoming a Certified Financial Planner™.

Carter Financial's Zack Smutzer Wins Prestigious FPA DFW CFP® Scholarship

The scholarship process required essays and letters of recommendation, highlighting Zack’s dedication to the profession. This achievement marks a significant milestone in his journey toward becoming a CFP® professional, where he looks forward to helping clients achieve their financial goals.

Here’s to an exciting future!
Anna Wood

Anna is a highly experienced Office Administrator who joined Carter Financial Management in 2023. With over 25 years in private equity and commercial real estate, she brings a rich background and wealth of expertise to the team.

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