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Certified Financial Planner

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Matt Reiner Opens Up About Failing as an AI Entrepreneur and Innovating From Within His Multibillion-Dollar Firm

Steve Sanduski

JANUARY 30, 2024

Guest: Matt Reiner , a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER , and partner at Capital Investment Advisors , a $4.3B Additionally, Matt is the managing partner of Wela Strategies , an RIA that deals with the investment needs of the mass affluent. RIA in Atlanta, Georgia.

Certified Financial Planner

Certified Financial Planner Financial Advising Financial Planner Startup

Average Fees for Financial Advisors in 2023

Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. The ranges provided are related to the cost charged by the Financial Adviser and do not incorporate additional expenses associated with implementing a financial plan, such as custodial or transaction costs.

Financial Advisor

Financial Advisor Certified Financial Planner Ethics CFP

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Matt Reiner Opens Up About Failing as an AI Entrepreneur and Innovating From Within His Multibillion-Dollar Firm

Average Fees for Financial Advisors in 2023

Webinars

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