Certification CFP Wealth Advisor 
Nerd's Eye View
MARCH 11, 2025
Welcome to the 428th episode of the Financial Advisor Success Podcast ! Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households.
International College of Financial Planning
DECEMBER 29, 2024
The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.
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Carson Wealth
JANUARY 22, 2025
It was a heartwarming day, and even our Associate Wealth Advisor, Zach Vande Weerd, managed to get a photo with his wife, Hannah, and their adorable dog, Chief. Professional Milestones Congratulations are in order for Zach, who obtained his CFP certification on November 7th!
Darrow Wealth Management
FEBRUARY 13, 2025
But even comprehensive wealth advisors have blind spots or can only go an inch deep on certain subjects. After all, if you move, or if your advisor does, you probably wont want to start over with a new firm. You can also search for a planner on the CFP board website. Do you have a unique situation? So, thats a lot.
International College of Financial Planning
OCTOBER 26, 2023
Marketing Their Craft: To spread their expertise, financial advisors also wear the hat of marketers, showcasing their services and expanding their reach. For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time.
Nationwide Financial
DECEMBER 8, 2022
In the video at the bottom of this blog, leaders from two FARE member firms are joined by an HBCU student and a young professional pursuing her CFP certification to discuss best practices for attracting diverse talent, and why it matters.
WiserAdvisor
AUGUST 8, 2022
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. Certified Private Wealth Advisor (CPWA). Chartered Wealth Manager (CWM). Certified Financial Planner (CFP).
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