Phoenix, AZ, September 24, 2021 – Versant Capital Management, Inc. announced today that Megan Kawasaki-Mason, a client associate at the firm, has earned the CERTIFIED FINANCIAL PLANNER™ (CFP©) certification. Megan is now authorized by the Certified Financial Planner Board of Standards to use the CERTIFIED FINANCIAL PLANNER™ and CFP© marks. Megan joins Versant CFP©designees Thomas Connelly, Elizabeth Shabaker, Sean Campbell, Austin Anthony, Larissa Grantham, Matt Miller, and Brian Poe in achieving this standard.

CFP© certification holders meet rigorous education and ethical standards to evidence their expertise and experience in the areas of financial planning, taxes, insurance, estate planning, and retirement. The CFP Board is a non-profit organization that serves the public by establishing CERTIFIED FINANCIAL PLANNER™ certification requirements. The Board’s goal in certifying CFP© professionals is to create competent and ethical financial planners committed to putting their clients’ best interests first.

Megan joined Versant Capital Management in September 2017. In her role, she helps to manage and maintain select client relationships, collaborating with the firm’s wealth counselors and research analysts to develop and deliver long-term financial planning to help clients build and preserve their wealth.

In addition to her CFP© certification, Megan also holds the Investment Adviser Certified Compliance Professional® (IACCP®) designation from the National Regulatory Services (NRS) and Investment Adviser Association (IAA).

Megan graduated from Utah Valley University with Bachelor of Science degree in Business Management. “Completing my CFP certification has been an important goal for me,” Megan said. “The CFP education, exams, experience required, and ethical standards have deepened my fiduciary knowledge to help me to better serve our clients.”


About The CFP Board

Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that serves the public by fostering professional standards in personal financial planning. They set and enforce CERTIFIED FINANCIAL PLANNER™ certification requirements to create competent and ethical financial planners who are committed to putting their clients’ best interests first.

Disclosure: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Versant Capital Management, Inc.), or any non-investment related content, made reference to directly or indirectly in this article will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Versant Capital Management, Inc. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Versant Capital Management, Inc. is neither a law firm nor a certified public accounting firm and no portion of the article content should be construed as legal or accounting advice. If you are a Versant Capital Management, Inc. client, please remember to contact Versant Capital Management, Inc., in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Versant Capital Management, Inc.’s current written disclosure statement discussing our advisory services and fees is available upon request.