CFP Financial Planner Magazine 
Your Richest Life
JULY 15, 2022
In late 2021, I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the seventh year in a row. I also received the Investopedia Top 100 Financial Planner distinction for the third year in a row. Listed as a D Magazine Best Financial Planner for the seventh year in a row.
Indigo Marketing Agency
DECEMBER 19, 2022
Steve Sanduski is a CFP® professional and personal coach to financial professionals. He hosts the ever-popular podcast Between Now and Success , where he brings in top achievers and visionaries in the financial services industry and invites them to share their journey to success. Steve Sanduski. Taylor Schulte . Lazetta Braxton.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
eMoney Advisor
JUNE 8, 2023
“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s Sources: 1.
Indigo Marketing Agency
APRIL 28, 2023
Similar to a newspaper or magazine headline, yours should be catchy, interesting, and easy to read. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.
Your Richest Life
JULY 2, 2024
In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row. I am so thankful to have been nominated for this award, and to be a part of such a supportive network of DFW financial planners. He was a wonderful man, and we all miss him dearly.
Inside Information
JULY 31, 2022
If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ But not as a financial planner.). Pandemonium!
Clever Girl Finance
JUNE 5, 2025
She has also been featured in a ton of major publications such as Dr. Oz, Fox & Friends, Essence Magazine, and Cosmopolitan. Host Bobbi Rebell is a Certified Financial Planner (CFP), an award-winning TV anchor, and a personal finance columnist.
Expert insights. Personalized for you.
105 
Let's personalize your content