Nerd's Eye View

JUNE 6, 2023

Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 million users.

Assets 246

Assets Financial Advisor Financial Planning Insurance 246

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

CFP 62

CFP Fiduciary Duty Financial Advice Education 62

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

Nerd's Eye View

MAY 22, 2023

Recognizing the potential impact that a lack of internships for a generation of planners could have on the industry, in 2020 the Financial Planning Association (FPA) launched "The Externship", a virtual program that provided participants with access to mentorships with financial planning practitioners, technology commonly used in financial planning, (..)

Financial Planning 246

Financial Planning Planning Financial Planner Certification 246

Nerd's Eye View

JULY 11, 2023

In this episode, we talk in-depth about why Thor was inspired to create a rotating advisor structure because he found that in other professional services like medical teams that implement a similar structure, advisors shared details and in-depth knowledge of each of the firm’s clients, which creates a team environment where the client benefits (..)

Clients 189

Clients CFP Financial Advisor Education 189

International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.

CFP 52

CFP Financial Planning Planning Certification 52

International College of Financial Planning

MARCH 9, 2024

This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

OCTOBER 26, 2023

A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy. Empowerment Through Education A quintessential trait of genuine CFP® professionals is their commitment to enlightening the clients.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Million Dollar Round Table (MDRT)

SEPTEMBER 3, 2024

By Ming-Fong Huang, CFP, AFP Usually, we define prospects as people we talk to face-to-face; however, people are often too busy to meet. Connect on social media Start by asking for your prospects’ social media information and connect with them there.

Media 111

Media CFP Numbers Marketing 111

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

Million Dollar Round Table (MDRT)

SEPTEMBER 8, 2024

Dipp Metzger, CFP, MSFS. Even with the best of intentions, it’s easy for anyone to forget, misinterpret or mishear information. About 95% of problems can be solved with good recordkeeping and notetaking, said 13-year MDRT member Elizabeth M.

Clients 104

Clients Ethics CFP Communication 104

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. Staying informed is essential in navigating market changes, and were here to help you make sense of the latest developments. It is for information and planning purposes only. This is a publication of Tobias Financial Advisors.

Marketing 52

Marketing Marketing CFP Financial Advisor 52

Tobias Financial

JUNE 15, 2025

Our Wealth Advisor, Chad Williamson, CFP® , explains that while retiring as a single person can present certain hurdles, it can also streamline the planning process. It is for information and planning purposes only. This is a publication of Tobias Financial Advisors.

Retirement 52

Retirement Financial Advisor Retirement Planning Taxes 52

Tobias Financial

JUNE 4, 2025

Were excited to share that our CEO, Marianela Collado, CPA/PFS, CFP, CDS will be serving as a panelist at the National Association of Women Business Owners (NAWBO) Womens Business Conference, taking place June 58, 2025, in Washington, D.C. Learn more about the conference here: [link] Hyperlinks on this site point to sites beyond this page.

CFP 52

CFP Education Financial Advisor 52

Tobias Financial

JUNE 17, 2025

Our Senior Wealth Advisor, Yesenia Realejo, CFP® , shares her thoughts on this concern. By reviewing your plan periodically, and not too frequently, you can stay informed without feeling overwhelmed. Regular, informed reviews of your 401(k) can help you feel more confident about your investment journey.

Financial Advisor 52

Financial Advisor CFP Wealth Advisor Commission 52

eMoney Advisor

MAY 1, 2023

John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. James Lee, CFP® “Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society.” Here are eight of their stories to enjoy.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Your Richest Life

NOVEMBER 1, 2024

For investors, understanding these dynamics is crucial for making informed decisions in election years. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today.

Financial Market 52

Financial Market Marketing Marketing Fee Only 52

Investing Caffeine

JULY 1, 2024

Slome, CFA, CFP® Plan. No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Economics 52

Economics Marketing Marketing Food 52

Tobias Financial

DECEMBER 20, 2024

Guided by a common purpose, shared culture, and objectives, we believe, as our CEO Marianela Collado, CPA/PFS, CFP, CDS often says, that a happy team equals happy clients. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites.

Financial Planning 52

Financial Planning Planning Financial Advisor CFP 52

eMoney Advisor

JANUARY 12, 2023

Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women. Britepaths.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Tobias Financial

MARCH 11, 2025

Our Wealth Advisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites. It is for information and planning purposes only.

Financial Advisor 52

Financial Advisor CFP Wealth Advisor Commission 52

Tobias Financial

APRIL 8, 2025

Our Portfolio Manager, Chad NeSmith, CFA, CFP was recently quoted in an Associated Press article discussing how retirees are reacting to the market volatility spurred by the latest tariff announcements. If recent headlines have you feeling uneasy, now is the time to talk – not to make impulsive decisions, but to make informed ones.

Portfolio 52

Portfolio Risk Tolerance Marketing Marketing 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. Steve Sanduski is a CFP® professional and personal coach to financial professionals. With so much going on, it can be challenging to keep track of everything.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Financial Symmetry

MAY 27, 2025

He went on to earn his Certified Financial Planner (CFP) designation and became the second advisor at Financial Symmetry. Over the years, his work has remained rooted in helping individuals and families make thoughtful, informed decisions about their financial futures.

Certified Financial Planner 57

Certified Financial Planner Financial Planning Financial Planner CFP 57

International College of Financial Planning

JUNE 27, 2025

When a mother learns to manage risk, make informed financial decisions, and plan with purpose, she becomes more than financially secure—she becomes a guide for the next generation. Writing a will, understanding succession laws, and ensuring that your investments and insurance policies have the correct nominations are critical.

Estate Planning 40

Estate Planning CFP Insurance Financial Planning 40

Carson Wealth

MARCH 26, 2024

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. Every business covered under the law must report the following information. For more information, refer to [link].

License 129

License Tax Planning CFP Taxes 129

eMoney Advisor

MARCH 1, 2023

Stephanie Trexler, CFP® : Making Connections in the Financial Planning Community Since meeting Stephanie, I have been amazed by her involvement in the community and how she supports other financial planners in the industry. Cassandra Smalley, CFA, CFP® : Giving Women a Voice at the Financial Table I would be remiss to not share my own story.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Nerd's Eye View

SEPTEMBER 26, 2022

In a now-famous 1970 paper, economist George Akerlof used the market for used cars to demonstrate the negative effects that can occur when there are significant information asymmetries between buyers and sellers of a good or service.

Financial Advice 130

Financial Advice Financial Planner License Marketing 130

Tobias Financial

APRIL 20, 2025

We are excited to share that our CEO, Marianela Collado, CPA/PFS, CFP,CDS , will serve as a panelist at the upcoming Planned Giving Council Broward Symposium on May 15 th. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites. The event is held from 8:00 a.m.

Planning 52

Planning Estate Planning Financial Planning CFP 52

Tobias Financial

OCTOBER 12, 2023

Our Wealth Advisor Catalina Franco-Cicero , MS, CFP®, CTS was recently featured in Morningstar, sharing her thoughts on the unique challenges facing Hispanic households and how to help mitigate them. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites.

Financial Planning 98

Financial Planning Planning Wealth Accumulation Strategic Planning 98

Million Dollar Round Table (MDRT)

OCTOBER 10, 2023

Kyle Atkins, CLU, CFP What we found from experience, having done one acquisition and working on two others now, is to make sure we’re clear as to what the current owners are trying to achieve. ” And we found that information exchange to be very valuable as we go back later.

CFP 104

CFP Clients Management 104

Your Richest Life

NOVEMBER 12, 2024

About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today. That extra bit of preparation goes a long way in making the holidays both merry, and financially healthy.

Budgeting 52

Budgeting Fee Only Planning CFP 52

Your Richest Life

NOVEMBER 26, 2024

for more information. Money tips for your 40s About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today.

Retirement 52

Retirement Planning Fee Only Financial Planning 52

FMG

FEBRUARY 27, 2023

Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Amy Braun-Bostich MSFP, CFP®, CFS®, APMA®, CLTC® is the founder and CEO of the firm. It’s important to give back to the community and share information beyond your products and services.

Financial Advisor 98

Financial Advisor CFP Financial Planning Planning 98

Your Richest Life

FEBRUARY 24, 2025

Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Tobias Financial

JUNE 1, 2025

Our Senior Wealth Advisor and Chief Investment Officer, Matthew Saneholtz, CFA, CFP, EA , was recently quoted in a Daily Upside article, breaking down the potential financial implications of this sweeping legislative proposal. It is for information and planning purposes only.

Taxes 40

Taxes Financial Advisor CFP Wealth Advisor 40