Asset Allocation, Fiduciary Duty, License and Taxes

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.

Certified Financial Planner

Certified Financial Planner Financial Planner CFP Financial Planning

Transcript: Gretchen Morgenson

The Big Picture

JUNE 20, 2023

It had been prevented, had been barred from that before because of this fiduciary duty idea and also because of the opacity of these instruments. Or should this be kept out of private asset allocators’ hands? Let’s talk about tax loopholes. Cut my taxes in half, where do I sign up for that?

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Financial Advisor Source

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

Transcript: Gretchen Morgenson

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