CFP Engineering Wealth Advisor 
Indigo Marketing Agency
APRIL 28, 2023
If you work for a very large firm with high name recognition, I would use the firm name in your headline, such as Wealth Advisor at XYZ Wealth Management Group. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.
Tobias Financial
APRIL 5, 2023
science, technology, engineering, and mathematics workers in 2019, according to a report by the American Immigration Council. They often possess significant amount of wealth, are highly educated and skilled but unsure what to do when it comes to financial planning. Immigrants comprised nearly one in four, or 23.1%, of all U.S.
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FMG
OCTOBER 5, 2023
Animal Name and Raising Updates Lawrence Sprung , founder of and wealth advisor at Mitlin Financial , thinks that there are better things than just physical gifts. Barsoumian, CFP®, CRPC® , Founder and Financial Advisor at SMB Financial Strategies , sent clients puzzles last year. Melisa Joy, CFP® of Pearl Planning.
Carson Wealth
MARCH 19, 2024
Many people think that simply saving as much as they possibly can is the best option…not knowing that if saved in the vehicle it is the equivalent of revving the engine of their car. It may sound cool and get looks from everyone around them…but they really aren’t getting anywhere fast.
Sara Grillo
AUGUST 14, 2023
Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. She obtained her CFP designation in 2003. Scott has been serving families for 29 years in the financial services space. Scott graduated from the University at Buffalo, earning a B.A.
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