International College of Financial Planning

SEPTEMBER 3, 2021

Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

WiserAdvisor

NOVEMBER 21, 2022

What is a Certified Financial Planner? Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. What does a Certified Financial Planner do? The next step is to gather relevant industry experience.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Clever Girl Finance

NOVEMBER 22, 2022

What is a financially abusive relationship? Financial or economic abuse is a lesser-known type of domestic violence that affects millions of women every day. Financial abuse refers to an abuser’s ability to use money and economic well-being to control, manipulate, and dominate their victim. Birth certificate.

Accounting 65

Accounting Planning Banking Certification 65

Envision Wealth Planning

MARCH 17, 2022

You may have read that many “so-called” financial advisors do not work in the best interest of their clients (as a fiduciary does). Making things worse, many people simply refer to any financial professional as a financial advisor. In this case, advisors are employed by a company, whose interests they are paid to uphold.

Certified Financial Planner 52

Certified Financial Planner Investing Investments Financial Planner 52

Sara Grillo

MARCH 13, 2023

Bitcoin was referred to as “digital gold”. The problem is that if you look at where the CME-traded bitcoin futures get their references prices from, they get it from the exact same exchanges that a spot bitcoin ETF would. He holds Series 7 and 65 Securities Licenses in addition to a Life & Health Insurance License.

Financial Advisor 59

Financial Advisor Assets Management License 59