Contact: Trina Gorsuch
Phone: (321) 773-7773
E-Mail: info@firstwavefinancial.com
FirstWave Financial celebrates another CERTIFIED FINANCIAL PLANNER™ on the team, with Maria Sulick.
Satellite Beach, FL, April 12, 2023 – FirstWave Financial announces a new designation for Financial Planning Associate, Maria Sulick, as a Certified Financial Planner™ (CFP®) at FirstWave Financial, a Satellite Beach-based wealth management firm.
Sulick started at FirstWave Financial five years ago, first as a Client Service Associate, then promoted to Financial Planning Associate in June 2021. She went on to earn her FPQP™ in November 2021 and today celebrates another milestone with the successful completion of the CFP® program exam. Sulick is now a qualified Certified Financial Planner™. This new designation covers areas of Estate, Tax, Investment, Retirements and Risk planning, which enables her to offer a broader and more comprehensive approach to clients.
“Maria’s unwavering commitment to achieving her CFP® designation is extraordinary,” said Leslie Carlson, Vice President of Client Operations at FirstWave Financial. “She started a structured-pace CFP® program in April 2022 and passed her exam in March 2023. This is nothing short of amazing, though I am not surprised given her admirable work-ethic.”
With her additional knowledge and expanded role at FirstWave Financial, Sulick will be providing even greater support and assistance for the WealthCoaches and their clients, while adding more independence and responsibility of creating ideas and recommendations for the team.
“Maria did an amazing job working through the CFP® program’s education and credential requirements.” said Laura Chiesman, CFP®, CDFA, president and owner of FirstWave Financial. “I am always impressed by Maria’s focus and dedication and am especially proud of this new accomplishment!”
“I am so grateful to FirstWave Financial for all their support while I was going through this challenging process,” said Sulick. “With this higher depth of knowledge, I can provide a more consultative approach to our clients and WealthCoaches while staying ahead of ongoing changes in the wealth management industry.”
“I enjoy being part of our client’s journey through the financial planning process, helping to provide increased confidence to face life’s challenges and improve their financial futures.”
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About FirstWave Financial: FirstWave Financial is an SEC registered investment advisory and independent wealth management firm, providing planning and advocacy for successful families and businesses. They are based in Satellite Beach, Florida. For more information, call 321-773-7773 or visit www.firstwavefinancial.com.
