International College of Financial Planning

OCTOBER 26, 2023

While many financial advisors find their niche in investment firms, banks, and insurance sanctuaries, some trailblazers opt for independence, establishing their advisory havens. The world of financial advising is diverse, with various specializations. Where Do They Shine? Is This Path for You?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

WiserAdvisor

JULY 24, 2022

Evidently, financial planning is even more crucial for high-net-worth individuals. High-net-worth individuals are those who own liquid assets worth $1 million or more. Very high-net-worth individuals are those who own liquid assets worth at least $5 million and up to $30 million.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59