Please join us in congratulating Margaret McCarthy, Client Relationship Associate at Canon Capital Investment Advisory, on earning the Chartered Retirement Plans SpecialistSM (CRPS®) designation.
This designation, awarded by the College for Financial Planning, demonstrates McCarthy’s expertise in retirement plan design, installation, and maintenance for businesses, non-profit organizations, and government entities of all sizes.
Her continued commitment to excellence will undoubtedly benefit our clients as they work toward their retirement goals.
For more information about the CRPS® designation and its significance, please visit the College for Financial Planning’s website.
For inquiries about or assistance with retirement planning, feel free to contact us online or call 215-723-4881.