Remove 2020 Remove Certified Financial Planner Remove Fee Only
article thumbnail

How Advisor Bryan Lee Partnered With Indigo Marketing Agency To Strengthen His Firm’s Digital Presence (Q&A)

Indigo Marketing Agency

Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. What are your business goals for 2020? About Bryan Lee, CFP ®.

article thumbnail

Inflation Nation: What’s Behind the Current Inflation?

Walkner Condon Financial Advisors

2020, the Federal Reserve estimated that the Personal Consumption Expenditure Price Index (PCE) , which excludes food and energy prices, would rise by 1.8%. Financial Advisor, PARTNER. Jonathon Jordan is a Certified Financial Planner ™ and Certified Exit Planning Advisor at Walkner Condon Financial Advisors.

article thumbnail

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

I hope you’ll at least join my newsletter about financial advisor lead generation. Certified Financial Planner Board of Standards, Inc. Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University.

CFP