BSW in Our Community: CFS Volunteer Day

Make Life Better is embedded in the DNA of our culture. It says something important about who we are and what matters to us, both individually and as a company. Part of that mantra includes serving our community through an annual volunteer effort. This year, we...

Matt Simon Awarded his CERTIFIED FINANCIAL PLANNER™ certification!

Congratulations to BSW Associate Advisor Matt Simon on becoming a CERTIFIED FINANCIAL PLANNER™ professional! An arduous process that required successfully completing requisite financial planning coursework, passing the CFP Board exam, and meeting rigorous experience...