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Colorado

Workforce Success Story Submitted By:
Adams County Workforce & Business Center


Meet Todd

Workforce Challenge

Todd had just retired from the Navy after 20 years and needed help to pay for a Certified Financial Planner certification. He was in the process of changing careers and he felt that he had many transferable skills from the military that would make him a good fit for a new career in financial services. He had completed his research and was ready to pursue a new career.

Workforce Solution

Todd applied and was approved for a WIA/Adult grant to help pay for his Certified Financial Planner (CFP)® Certification - a Professional Education Program at the College for Financial Planning (CFFP). He completed the course in April 2013 and passed the (CFP) Exam in November 2013.

Outcomes & Benefits

Todd is currently working as a a Financial Advisor/Investment Representative with Preferred Planning Concepts, LLC, providing financial planning and investment advice.

Todd shared, "I greatly appreciate the opportunity that you and the Workforce Center gave me. I am very excited about improving the financial well-being of others. I am very excited about my family’s future."


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