Asset Allocation, Ethics, Investment Planning and License

The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

NOVEMBER 21, 2022

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board.

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List of Financial Advisors for small accounts

Sara Grillo

AUGUST 25, 2023

Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. Services: I offer investment management as an add-on to financial planning. Note: Ryan holds both insurance and FINRA licenses. Note: Stoy holds an insurance license. 56 Capital Partners www.56capitalpartners.com

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

List of Financial Advisors for small accounts

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