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Wells
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Bailey |
Beth Wells and Liz Bailey of CFA Northwest Mortgage Professionals in Poulsbo are the first two Certified Mortgage Planning Specialists (CMPS) in Kitsap County. There are currently fewer than 2,400 Certified Mortgage Planning Specialists™ in the nation and only 66 currently practicing in Washington State.
Graduates of the CMPS course of study are part of an elite group within the mortgage industry equipped to work with real estate agents, financial planners, CPA’s, and estate planners to create comprehensive financial plans for their clients.
A CMPS graduate undergoes a wide-ranging study of economic issues including market analysis, taxation, retirement and estate planning concepts, equity management, and cash flow/debt analysis. With the current state of the mortgage industry and its effect on the overall economy, it is now more important than ever before that families and individuals make the right financial decisions. Arranging loans to purchase or refinance homes and investment properties as well as managing real estate equity are typically the biggest monetary decisions people ever make. Those decisions must be made in the context of both short- and long-term financial goals, and knowledge, education and teamwork are necessary to make that happen.
CMPS certification reflects a commitment to building professional partnerships within the community, investing in ongoing education, and bringing that knowledge and integrity clients.
CFA Northwest Mortgage Professionals is a division of Liberty Financial Group, and is a full-service mortgage company headquartered on Bainbridge Island with branch offices in King and Kitsap counties. Beth Wells and Liz Bailey can be reached at 360-779-6413 or bethandliz@cfahomeloans.com. |
