Planning Team

Latest Summer 2017 Quarterly Newsletter In this issue, David Greene, CFP, reflects on current markets and how to prioritize what will actually impact their growth and stability. Kevin Donovan, CFA, discusses P/E valuations and how they compare in today's market environment. With many children heading back to school, it is important to be aware of possible pitfalls to avoid while utilizing financial aid so read How Assets Impact College Aid Eligibility on FAFSA and CSS Profile. Finally, see what the CJM Team and their families were up to this summer! October 2017 Audio Update Dave, Kevin, Tracey and Tim share their thoughts on the markets so far this year, expectations for the remainder of the year, an update on Congressional bills making their way through Congress and finally some thoughts on protecting your credit given the recent Equifax security breach. Newsletter & Podcast Archive

Tina M. Babicz, CFP ®

Tina Babicz has been with CJM Wealth Advisers since 2000. Since joining CJM Wealth Advisers Ltd., she has worked primarily with the Asset Management Team. Tina is a graduate of the Florida Institute of Technology's Financial Planning program. In addition, Tina has a B.S. in Nuclear Medicine Technology from Wheeling Jesuit University.

A native of Michigan, Tina relocated to the Washington, D.C area to pursue Nuclear Medicine for a number of years. Tina's interest in the financial planning industry was sparked after organizing an investment club with some friends. The transition from the medical field to financial planning has been an enormous change, but the underlying focus has remained the same: to help other people.

Tina currently teaches courses with Fairfax County Adult Education on the basics of the financial planning process.

Tina is a member of the local chapter of the Financial Planning Association. In addition, she is a member of the American Association of Individual Investors and the National Association of Investors Corporation.

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