PWP

Congratulations to our very own, Katie DeMeo, on passing her Certified Financial Planner® (CFP®) exam! The CFP® designation is the highest standard for financial professionals as it requires rigorous amounts of classes, exams, and studying not only in regard to financial planning but ethics as well. This is a huge accomplishment and we are so proud of Katie for all of her hard work and dedication! PWP is constantly striving to provide the best experience for our clients and this is another step toward that goal. Great job, Katie!

Pawar Wealth Planning had such a great time in Charleston, South Carolina last summer that we decided to celebrate another successful year there this past weekend! Our team took time to dissect the past year, plan for the upcoming awards year, and share our educational goals. We were also able to reflect on how grateful we are for each other, our clients, and our individual support systems… we wouldn’t be here without all of you and we can’t wait for what’s to come for PWP!

Our founder, Aadi V. Pawar, ChFC® had the privilege of participating in a MainStage discussion with the Chairman, President & CEO of , Tim Gerand. The topics discussed included the economic volatility in the US stock market, industry standards, and overall financial literacy amongst clients in our country. This was a huge honor for our team at Pawar Wealth Planning and we are grateful for the opportunity!