Carter-McClung-Passes-CFP-Examination

Carter McClung Passes CFP® Examination

Blue Rock Dravo Bay is extremely proud to announce that one of our own passed the CERTIFIED FINANCIAL PLANNER examination on September 23, 2020. Blue Rock Dravo Bay formally Congratulates Carter McClung. There are over 310,000 financial advisors in the United States. According to the latest CFP® statistics, of those 310,000+ advisors, only 86,900 are CFP® Professionals. The most impressive statistic …

Kelly Kaczmarczyk studying for CERTIFIED FINANCIAL PLANNER™ Designation

Kelly Kaczmarczyk studying for CERTIFIED FINANCIAL PLANNER™ Designation

Our Client Relations Specialist, Kelly Kaczmarczyk, is currently studying for her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She has passed 2/6 of the courses needed to sit for the exam in July, which include the courses on “General Financial Planning Principles, Professional Conduct, and Regulation” and “Risk Management, Insurance, and Employee Benefits Planning.” She is currently studying for the third module …

Blue Rock Day Out

Blue Rock Day Out

On June 27th, Blue Rock Dravo Bay had a team outing at Delaware Park. It was a great day in the beautiful weather watching the horse races!

Top Golf

Top Golf

The entire Blue Rock family visited Top Golf in February for a team building afternoon.