International College of Financial Planning

JULY 30, 2022

Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. A Person who completes the CFP course is qualified to provide financial planning services to those with a high degree of financial responsibility.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

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 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

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

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52