Moorman, Harting Financial Services’ Advisors Receive Accreditation
Mary Jane Koesters, Mandy Homan, and Renee Knoth have received their Certified Plan Fiduciary Advisor (CPFA) certification. The CPFA credential demonstrates their knowledge and commitment to working with retirement plans. Advisors who earn their CPFA have the expertise required to act as a plan fiduciary or to help guide plan fiduciaries on managing their roles and responsibilities. Moorman, Harting Financial Services, with offices in Coldwater and Celina, has 8 financial advisors who specialize in retirement plans, retirement planning, and asset management.
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