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Wealth Advisor Edzai Chimedza Earns Certified Tax Specialist (CTS™) Designation

Tobias Financial

At Tobias Financial Advisors, we are proud that our team consistently seeks to grow and expand their knowledge. We are excited to share that our Wealth Advisor, Edzai Chimedza, CFP® , has recently earned his Certified Tax Specialist (CTS ) designation.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

CERTIFIED FINANCIAL PLANNER website The CERTIFIED FINANCIAL PLANNER professional designation is typically thought of as the gold standard for financial advisors. In 2019, the CFP board announced CFP® professionals must adhere to a fiduciary duty when providing investment advice. You can search for CFP® professionals here.

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

But even comprehensive wealth advisors have blind spots or can only go an inch deep on certain subjects. After all, if you move, or if your advisor does, you probably wont want to start over with a new firm. You can also search for a planner on the CFP board website. Do you have a unique situation? So, thats a lot.

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#FASuccess Ep 428: Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm, With Lorie Jones

Nerd's Eye View

Welcome to the 428th episode of the Financial Advisor Success Podcast ! Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households.

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Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

These days, wealth is younger, faster, and more digital than ever – layered with complexities we didn’t even dream of back then. As someone who’s spent years guiding families and now teaches at ICOFP, I can confidently say, “the role of a wealth advisor has completely transformed.” This job is technical, yes.

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Market Volatility: The Toll We Pay to Invest

Carson Wealth

Carson Wealth’s Jon Read, CFP ®️ , ChFC ®️ , AIF ®️ Partner, Wealth Advisor and Justin Schultes, CFP ®️ , AIF ®️ , MBA, Partner, Wealth Advisor with some discussion about the volatility toll we pay when we invest.

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Missing the 10 Best Days Can Crush Returns

Carson Wealth

Carson Wealth’s Jon Read, CFP®️, ChFC®️, AIF®️, Partner, Wealth Advisor and Justin Schultes, CFP®️, AIF®️, MBA, Partner, Wealth Advisor with some discussion around the importance to stay in the market.

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