March 2019 – Zachary Welborn selected as a CFP Board Mentor Congratulations to Zachary Welborn, Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER ™, on his selection as a CFP Board Mentor. The CFP Board Mentor Program provides the opportunity for CFP® professionals and candidates for CFP® certification to connect in a mentor/mentee relationship. The program is designed for those like Zach with experience in the field to volunteer their advice and support to aspiring CFP® professionals. When done well, this ensures that those interested in a career of financial planning understand the high standards associated with CFP® certification and have guidance available where and when they need it while on the path to gaining this coveted designation. See more recent news here.