Jeter Hrubala Wealth Strategies, LLC is pleased to announce that Financial Advisor, Gyles Laney (right), has earned the prestigious CERTIFIED FINANCIAL PLANNER certification, having completed the CFP Certification Exam and meeting the rigorous education, experience, and ethical requirements.
Gyles joined Jeter Hrubala Wealth Strategies in 2020 after graduating from Wofford College with a double major in finance and Chinese. She began her pursuit of the CFP® certification by first earning the Accredited Asset Management SpecialistTM designation in 2022. From there, she continued the required educational coursework to qualify for the final exam administered by the CFP® Board. The CFP® curriculum covers 7 Principal Knowledge Topics including:
Financial Planning, Insurance Planning, Investment Planning, Tax Planning, Retirement Planning, Estate Planning, and the Psychology of Financial Planning. The coursework then concludes with a capstone course in comprehensive financial planning.
Beth Jeter Hrubala, President of Jeter Hrubala Wealth Strategies, stated “The CFP® certification is widely recognized as the gold standard in financial planning. With an additional CERTIFIED FINANCIAL PLANNERTM professional on our team, we are further enabled to deliver superior expertise and service to our clients.”
Gyles focuses on financial analysis, building financial plans, and assisting with the company’s strategic planning. Gyles shared “I’m so excited to bring this new level of expertise and knowledge to my work. This certification not only represents a personal milestone but reinforces my dedication to serving clients and helping them navigate their financial future with confidence and clarity.”
The team at Jeter Hrubala Wealth Strategies offers investment management and financial planning services to individuals and families throughout South Carolina. The company works with clients who are seeking an ongoing partner to assist them in making financial decisions and growing, managing, and sustaining wealth. Although they enjoy serving a diverse group of individuals and families, each with their own goals and interests, the team is particularly proud of the services they provide to women who are experiencing a major life transition, such as a divorce, the loss of a loved one, or a career change. The company has offices at 101 West St. John Street in Spartanburg, SC, and 103 Palm Boulevard in Isle of Palms, SC.
More information regarding Jeter Hrubala Wealth Strategies can be found at www.jhwealthstrategies.com or by contacting Beth Jeter Hrubala at beth.hrubala@raymondjames.com or 864-764-1789.
