Jeannie Vernetti, CTFA, FPQP®
Financial Paraplanner Qualified ProfessionalTM
Jeannie is a graduate of the Cannon Financial Institute Personal Trust School. This is a three year intensive training program in the areas of estate planning, trust administration, taxation, investments, and insurance.
- Certified Trust and Fiduciary Advisor (CTFA)
- Financial Paraplanner Qualified ProfessionalTM (FPQP®)
- Bachelor of Science in Business Management from Cardinal Stritch University, Milwaukee, Wisconsin
- Graduate of Cannon Financial Institute Personal Trust School I, II and III