Vanessa joined RWA Wealth Partners in 2017, and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2021. As a CFP® professional, she is responsible for providing comprehensive and customized financial planning advice to RWA Wealth Partners’ clients. She has a particular interest in helping clients deal with the complexities of aging in place, and recently received her Certification for Long-Term Care. She is a 2015 graduate of the University of Dayton with a B.S. in finance.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
