January 13, 2023 - Flourish Wealth Management

Q4 2022 Quarterly Newsletter

News From Flourish Happy New Year! We hope that your holiday season was spent with those you love and that your 2023 is off to a good start. We are looking forward to a new year with new beginnings and a refreshed sense of purpose and meaningfulness in the service and support we offer to […]

Jay Pluimer Receives Certificate in ESG from the CFA Institute

Professional development is a cornerstone of our continued effort to best serve our clients, and in that vein, we are pleased to share that Jay Pluimer, our Director of Investments, has recently completed the CFA Institute Certificate in ESG Investing. Earning this Certificate will enhance Jay’s ability to analyze and integrate material ESG factors into […]

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Day: January 13, 2023

Q4 2022 Quarterly Newsletter

Jay Pluimer Receives Certificate in ESG from the CFA Institute

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