Budgeting CFP Wealth Advisor 
Tobias Financial
JUNE 15, 2025
Our Wealth Advisor, Chad Williamson, CFP® , explains that while retiring as a single person can present certain hurdles, it can also streamline the planning process. You’re planning for one, which often simplifies decisions around budgeting, income needs, and lifestyle goals,” Chad shares.
Indigo Marketing Agency
DECEMBER 19, 2022
Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Taylor has also been named a Top 10 Financial Advisor by Investopedia for the last four years. She was also named a Top 10 Financial Advisor by Investopedia.
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Tobias Financial
OCTOBER 16, 2024
In a recent Financial Advisor article, our Senior Wealth Advisor, Matt Saneholtz , CFA, CFP®, EA, was quoted on the implications of the Medicare industry upheaval during the upcoming open enrollment period. He shared his insights on the matter, discussing why Medigap may be a good option despite their high premiums.
Tobias Financial
DECEMBER 4, 2024
Explaining how the family budgets for charitable donations can be an excellent starting point. For families with charitable inclinations, this can be a meaningful way to introduce children to financial values that emphasize empathy and social responsibility.
WiserAdvisor
AUGUST 8, 2022
Certified Private Wealth Advisor (CPWA). Chartered Wealth Manager (CWM). Certified Financial Planner (CFP). The investment budgets of high-net-worth individuals are also a lot more, which increases the risk exposure. You can look for the following: Chartered Financial Analyst (CFA)).
Sara Grillo
DECEMBER 12, 2022
A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. I really don’t.” – Derek Robinett.
Sara Grillo
SEPTEMBER 26, 2022
In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?
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