Park View FCU's Debra Mowery Obtains CFP Certification
Park View Federal Credit Union
540.434.6444 ext 114
HARRISONBURG, VA (December, 2021) – Park View Federal Credit Union is excited to announce that Debra (Debbi) Mowery has completed the CERTIFIED FINANCIAL PLANNER™ exam and obtained her CFP® certification.
Mowery has ten years of experience helping clients align their values and goals with their financial assets through insightful financial and investment planning, as well as college and retirement planning. She has served as a financial advisor at Park View Financial Advisors since 2016. Mowery earned a bachelor’s degree from Virginia Tech and a master’s degree from James Madison University.
“The courses covered in this program affirmed how I work with my clients,” said Mowery. “The approach I take allows me to understand client situations and find customized solutions.”
CFP® professionals take a holistic, personalized approach to bring all the pieces of a client’s financial life together. As part of the CFP® certification, CFP® professionals have also made a commitment to the CFP Board to act as a fiduciary when providing financial advice to a client.
About Park View
Established in 1969, Park View Federal Credit Union is a not-for-profit, member-owned cooperative that provides a full range of financial services from five branch locations in the Harrisonburg and Rockingham County area. Learn about the credit union online at pvfcu.org.
About CFP Board
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certificate requirements. CFP Board currently authorizes more than 86,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
Products are made available by Park View Federal Credit Union and Park View Advisors. Insurance products provided by insurance companies independent of Park View Federal Credit Union. Advisory services offered through Concourse Financial Group Advisors, a division of Concourse Financial Group Securities, a Registered Investment Advisor.
Securities offered through Concourse Financial Group Securities, a Registered Broker/Dealer and member of FINRA and SIPC. Park View Federal Credit Union ad Park View Advisors are independent of Concourse Financial Group Securities, Inc. Securities and insurance products offered are not financial institution deposits, have no financial institution guarantee, are not NCUA insured, and may lose value.
Please be advised that Debra Mowery presently holds series 7, 6, and 66 licenses and is licensed to discuss with and/or sell financial services and/or investment products with residents of CO, DC, DE, FL, IA, ID, IN, KS, MA, MD, MI, NC, NJ, NY, OH, OR, PA, SD, TX, VA, WA and WV. For residents of other states, proper licenses and registrations must be obtained by Ms. Mowery before proceeding further.Go to main navigation