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Financial services

Cerity Partners Invests in Western Kentucky University's Financial Planning Program

Strategic Insights

— 1 min read

Cerity Partners, a leading independent wealth management firm, has made a significant philanthropic gift to Western Kentucky University's Gordon Ford College of Business to establish the Cerity Partners Financial Planning Program. This investment will enhance WKU's financial planning coursework, provide internships and mentorships, sponsor capstone projects, and support key events like Professionalism Week and the Personal Finance Summer Camp. The partnership reflects Cerity Partners' commitment to advancing financial education and career pathways in the region.

Key Takeaways:

  • Cerity Partners has donated to Western Kentucky University's Gordon Ford College of Business to establish the Cerity Partners Financial Planning Program.
  • The investment will enhance WKU's financial planning coursework, provide internships and mentorships, sponsor capstone projects, and support key events.
  • The partnership will provide students with experiential learning, technology, and initiatives that further elevate the program's academic excellence.
  • Cerity Partners has a strong presence in Kentucky, with over 50 local leaders and colleagues who are proud Western Kentucky University alumni.
  • The firm views the partnership as a natural extension of its commitment to advance financial education and career pathways in the region.
  • The Cerity Partners Financial Planning Program will serve as a hub for student success, industry collaboration, and academic leadership.
  • Jason Waters, Partner and Market Leader, stated that the gift is deeply meaningful as both an alum and as a leader at Cerity Partners.

Statistics:

  • Cerity Partners has a presence in Kentucky with over 50 local leaders and colleagues who are proud Western Kentucky University alumni.
  • The firm has a commitment to advance financial education and career pathways in the region.
  • The Cerity Partners Financial Planning Program will serve as a hub for student success, industry collaboration, and academic leadership.
  • Cerity Partners is a nationally recognized full-service wealth management firm founded in 2009.
  • The firm serves high- and ultra-high-net-worth individuals and their families, businesses and their leadership teams, and nonprofit organizations.

Sources:

  • Cerity Partners, "Cerity Partners Invests in Western Kentucky University's Financial Planning Program," PR Newswire, September 23, 2025.
  • Cerity Partners, "About Cerity Partners," ceritypartners.com, accessed September 23, 2025.

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