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Mariette Tappan
Certified Transitionist Planner at Financial Transitionist Institute
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Work Experience
Certified Transitionist Planner
Jan 2019 - Present · 5 years and 11 months
Independent Non-Executive Director
Feb 2018 - Present · 6 years and 10 months
Executive Financial Advisor - Leader Group
Jun 1993 - Present · 31 years and 6 months
Company Details
If you are a professional interested in learning about Financial Transitions Planning, you’ve come to the right place! The Financial Transitionist Institute (FTI) is the training and certification division of the Sudden Money Institute (SMI). We offer the industry’s first designation in the human dynamics of financial change and transition­—the Certified Financial Transitionist® (CeFT®). If you are an individual looking for guidance while you move through your own major life events, please visit our parent company, SuddenMoney.com. We understand the challenges of adapting to major life changes and we’ve been helping people just like you for over 18 years. If you’re ready to contact an advisor, you can go directly to our Certified Financial Transitionist® Directory.
Year Founded
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Social Media
Linkedin
Industry
Education Management
HQ Location
10 Huntly Circle Palm Beach Gardens, Florida 33418, US
Keywords
Financial Transitions PlanningCeFT® TrainingFamilies in TransitioMajor Life EeventsRetirementWidowhooWomen in TransitioWindfallusiness OwnershipLong Life Planning
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