CMP Financial Planning Joins rebel Financial
We’re excited to welcome CMP Financial Planning to the rebel Financial team and to expand the rF Family.Â
We’re excited to welcome CMP Financial Planning to the rebel Financial team and to expand the rF Family.Â
MISSION-DRIVEN
As we welcome Christina Povenmire and Barry Jamieson to the our team, we also welcome CMP clients to the rebel Financial Family. We understand that this is a big transition, however, not much is going to change. Your pricing will remain the same for the services in which you are currently enrolled, and you will now have the option to take advantage of the additional benefits that we offer, listed below. We look forward to getting to know and serve you!
1
Our planning specialties are expansive, and we strive for continuous improvement. rebel Financial serves client needs from tax prep to estate planning. Learn more about our planning specialties.
2
We offer a wide variety of investment solutions and our services are constantly evolving. We work with a number of custodians to manage your investments.
3
We specialize in ESG, Christian Values, and Shariah/Halal investing. We're here to help clients align their portfolios with their beliefs.
4
With a bigger team comes a bigger variety of perspectives and experience. You can trust that our team is prepared to provide you the superior service that you deserve.
5
Starting in mid 2022, we will be transitioning to net worth pricing which will allow for expanded services and more benefits for clients. Many of the services that will be supported, our clients have already begun to enjoy. These updates will officially roll out in 2023.
SUCCESS, TOGETHER
With decades of proven experience, our team is prepared to help you achieve your goals, and beyond.
We understand that you may still have questions, and we’re here to help. If you’d like to learn more about rebel Financial or the CMP transition, please check out the rest of our website, reach out to your advisor, or schedule a meeting to chat with one of our team members.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners
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