Park Place Financial

SEPTEMBER 8, 2022

These professionals work with wealthy people, helping them manage their assets and offering related financial assistance. Certified Financial Planner (CFP) . Chartered Financial Analyst (CFA) . CFA Institute offers a certification program that tests the ability and integrity of financial analysts.

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Walkner Condon Financial Advisors

APRIL 21, 2023

At Walkner Condon, all of our advisors are fiduciaries for our clients. What is a Certified Financial Planner (CFP) ? A CFP (Certified Financial Planner) is a professional designation granted by the Certified Financial Planner Board of Standards (CFP Board). FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT.

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Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. Is it, “meh, who cares”, or does it make a true difference?

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WiserAdvisor

AUGUST 8, 2022

For instance, you can hire a fiduciary. Fiduciary duty mandates the advisor to keep your interests ahead of theirs. Secondly, when hiring a financial advisor, look for their certifications to establish more faith. You can look for the following: Chartered Financial Analyst (CFA)).

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WiserAdvisor

AUGUST 18, 2023

Moreover, fee-only advisors are often viewed as fiduciaries, which means they are legally obligated to act in their client’s best interests. A fee-only fiduciary financial advisor has a fiduciary duty to put the client’s needs first, ensuring you get the highest level of transparency.

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International College of Financial Planning

AUGUST 31, 2023

We can add something on how CFP are the most reliable advisors available in the market (Think of Certified Financial Planners (CFPs) as financial architects who’ve wholeheartedly embraced high standards of expertise, integrity, and professionalism.

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