Margo brings a fresh perspective to 44 Wealth, and an excitement to serve new and established clients and their families. She holds a BA from Colgate University, and earned her Certified Financial Planner ™ (CFP®) in 2022. This is an impressive designation that catapults her abilities and knowledge years ahead. The purpose of the CFP® program is to teach advisors a broad range of information that impacts individuals, couples, and business’ financial planning. With her CFP® , Margo looks forward to assisting our clients with more detailed financial plans and expanding the kinds of financial services we offer. Her coworkers describe her as comprehensive, organized, compassionate, and tenacious