P&G Wealth Planning Team

Procter & Gamble Team Qualifications

  • Combined professional disciplines of a Certified Financial Planner (CFP) ®, Chartered Financial Analyst (CFA) ®, Certified Public Accountant (CPA) and a former Procter & Gamble employee to form this specialized team
  • Personal experience working alongside P&G JPMorgan Retirement Plan Services, former custodian of the Procter & Gamble PST & Savings Plan
  • First-hand experience working with Procter & Gamble employees, retirees and alumni
  • Technical knowledge of the Procter & Gamble retirement plan
  • Adept in profit sharing plan distribution strategies, stock option awards, restricted stock grants and appropriate planning techniques to minimize taxes and reduce concentration risk
  • Collective experience of more than 30 years in building customized portfolios, including asset allocation and security selection
  • Comprehensive wealth planning knowledge, tools and resources