Abnormal Returns

JULY 3, 2023

Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. investmentnews.com) Advisers Who do investors trust with financial advice? matts-newsletter-7a3f46.beehiiv.com)

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

Yardley Wealth Management

FEBRUARY 11, 2025

Mike Garry, CFP® practitioner and founder of Yardley Wealth Management, shared his insights on this pursuit. Despite already having an excellent score in the 840s, Mitchell meticulously experimented with credit card balances, payment timing, and account closures to achieve this goal.

Wealth Management 52

Wealth Management Communication Engineering Estate Planning 52

Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. Ask About Experience : Experience in financial planning and specific areas of expertise that align with your needs are vital. CFP Exam: Successful completion of the CFP exam.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Harness Wealth

DECEMBER 14, 2022

We are thrilled to announce the appointment of Stephany Kirkpatrick, CFP Ⓡ , Founder & CEO of Orum, to the Harness Wealth Board. In our search for an independent director, we sought an individual who would bring an operator’s perspective to assist us in building a category-defining business in the financial technology space.

Certified Financial Planner 52

Certified Financial Planner Tax Planning Taxes B2B 52

Steve Sanduski

OCTOBER 23, 2024

Guest: Eric Brotman , CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. When I was a startup, I did everything.

Clients 59

Clients Financial Planning Retirement Planning 59

Sara Grillo

AUGUST 26, 2024

-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Darrow Wealth Management

NOVEMBER 5, 2024

If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business stock. It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. The potential tax savings simply cannot be understated.

Taxes 73

Taxes Wealth Management Tax Planning Assets 73