Indigo Marketing Agency

APRIL 28, 2023

Similar to a newspaper or magazine headline, yours should be catchy, interesting, and easy to read. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.

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Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Clever Girl Finance

JUNE 5, 2025

She has also been featured in a ton of major publications such as Dr. Oz, Fox & Friends, Essence Magazine, and Cosmopolitan. Host Bobbi Rebell is a Certified Financial Planner (CFP), an award-winning TV anchor, and a personal finance columnist.

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FMG

SEPTEMBER 29, 2023

When Kyle Moore, CFP® , founder of Quarry Hill Advisors in Saint Paul, MN, first started out, he responded to every media opportunity possible in order to build his repertoire and prove that he was a trusted, expert in the financial industry. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

FMG

SEPTEMBER 6, 2023

When Kyle Moore, CFP® , founder of Quarry Hill Advisors in Saint Paul, MN, first started out, he responded to every media opportunity possible in order to build his repertoire and prove that he was a trusted, expert in the financial industry. Prominent Financial Planning, LLC Next, we have Prominent Financial Planning, LLC.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

Steve Sanduski

APRIL 8, 2023

Writing in Prospect Magazine about McGilchrist, Nick Spencer said , “The left hemisphere is better at ‘how’ and ‘what,’ while the right is better at ‘why’—though McGilchrist points out that both are capable of addressing either set of inquiries depending on context.” Perhaps my CFP designation should be revoked!

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Retirement Planning Retirement Planning Certified Financial Planner 52

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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CFP Financial Advisor Financial Planner Ethics 59