Steve Sanduski

NOVEMBER 8, 2023

Dave Mantell , CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA. Best practices for incorporating pro bono work into your firm’s culture and clearing compliance hurdles. is the CEO of the Foundation for Financial Planning, the U.S.’s

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Financial Planning Planning Wealth Management Medicine 69

Darrow Wealth Management

OCTOBER 21, 2024

Public company employees are often subject to blackout periods and lockups at some point during M&A activity, so make sure you stay in compliance. Exercising shortly before the deal closes can prevent this from happening. When Should You Exercise Stock Options?

Taxes 116

Taxes Wealth Management Planning Media 116

Sara Grillo

DECEMBER 12, 2022

A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Chris Randall. Doug Twiddy.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 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