NAIFA Advisor Today

JANUARY 24, 2024

Delvin Joyce is a Certified Financial Planner specializing in providing comprehensive financial planning services. He collaborates with clients and their advisors to create a detailed and robust financial plan tailored to their unique needs and goals.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Financial Consultant Financial Planning 52

Nerd's Eye View

OCTOBER 3, 2023

What's unique about Brett, though, is how he has leveraged his passion for teaching to build one of the most popular CFP exam prep programs in the country, while also growing his own RIA to $2 billion in AUM… by focusing on just his unique financial planning strengths, and learning to delegate the rest by hiring a President, Chief Operating Officer, (..)

Certified Financial Planner 233

Certified Financial Planner CFP Education Financial Advisor 233

Good Financial Cents

JULY 17, 2023

Certified Financial Planner Mark Davis suggests, “For those with an entrepreneurial spirit, starting a business or investing in profitable ventures can be a great way to generate substantial income. It’s important to develop an investment strategy aligned with your risk tolerance and long-term financial goals.”

Certified Financial Planner 68

Certified Financial Planner Wealth Accumulation Financial Planner Certification 68

Carson Wealth

DECEMBER 13, 2022

These advisors may have a background in tax or small business planning, specialize in high-net-worth families or make sophisticated investment recommendations. Are you a Certified Financial Planner ® ? Do you earn commission for selling financial products? Are you a fiduciary? How are you compensated ?

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Steve Sanduski

APRIL 8, 2023

I’m “a numbers guy” who has undergrad and grad degrees in finance and business, who’s been a Certified Financial Planner for more than 25 years, and who can tell you his net worth by month going back more than 30 years. Now, I’ll be the first to admit that what I’ve written here does not come easy to me.

Retirement Planning 52

Retirement Planning Retirement Planning Certified Financial Planner 52