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Wells Fargo Advisors is proud to announce that Doug Mithun, Financial Advisor, has earned the Chartered Advisor in Philanthropy® (CAP®) designation, marking a significant milestone in his commitment to helping clients leave meaningful, lasting legacies. The CAP® designation is a distinguished credential that signifies Doug's advanced expertise in charitable giving strategies, legacy and estate planning, and values-based financial planning. This achievement reflects his dedication to empowering individuals and families to align their financial goals with their personal values and philanthropic vision. "Philanthropy has always been important to me-both personally and professionally. The CAP® designation equips me with the tools to better support my clients in making a lasting impact through intentional giving," said Doug Mithun. With this credential, Doug is uniquely positioned to guide clients through the complexities of charitable planning-ensuring their giving is both meaningful and aligned with long-term financial goals. CAP® professionals are educated by The American College of Financial Services, an accredited institution with nearly 100 years of academic excellence. The College's mission is to deliver applied financial knowledge and education, promote lifelong learning, and advocate for ethical standards that benefit society.
Wells Fargo Advisors is proud to announce that Doug Mithun, Financial Advisor, has earned the Chartered Advisor in Philanthropy® (CAP®) designation, marking a significant milestone in his commitment to helping clients leave meaningful, lasting legacies. The CAP® designation is a distinguished credential that signifies Doug's advanced expertise in charitable giving strategies, legacy and estate planning, and values-based financial planning. This achievement reflects his dedication to empowering individuals and families to align their financial goals with their personal values and philanthropic vision.
"Philanthropy has always been important to me-both personally and professionally. The CAP® designation equips me with the tools to better support my clients in making a lasting impact through intentional giving," said Doug Mithun. With this credential, Doug is uniquely positioned to guide clients through the complexities of charitable planning-ensuring their giving is both meaningful and aligned with long-term financial goals.
CAP® professionals are educated by The American College of Financial Services, an accredited institution with nearly 100 years of academic excellence. The College's mission is to deliver applied financial knowledge and education, promote lifelong learning, and advocate for ethical standards that benefit society.