Certified Financial Planner Communication Strategic Planning Valuation 
Good Financial Cents
DECEMBER 14, 2022
In short, they are financial planning counselors who help people protect their assets. A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. Communication Skills. Financial Reporting Skills.
The Big Picture
MAY 7, 2024
I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. So I worked with a certified financial planner called Katie Song when I was at SoFi. And she did a plan for me personally and answered the questions, can I retire? He’s great.
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