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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 WealthAdvisor, Edzai Chimedza, CFP® , has recently earned his Certified Tax Specialist (CTS ) designation.
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.
But even comprehensive wealthadvisors 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.
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 WealthAdvisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households.
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 wealthadvisor has completely transformed.” This job is technical, yes.
Carson Wealth’s Jon Read, CFP ®️ , ChFC ®️ , AIF ®️ Partner, WealthAdvisor and Justin Schultes, CFP ®️ , AIF ®️ , MBA, Partner, WealthAdvisor with some discussion about the volatility toll we pay when we invest.
Carson Wealth’s Jon Read, CFP®️, ChFC®️, AIF®️, Partner, WealthAdvisor and Justin Schultes, CFP®️, AIF®️, MBA, Partner, WealthAdvisor with some discussion around the importance to stay in the market.
There are many ways to structure a 10b5-1 trading plan, so discuss your goals with a wealthadvisor. Consider working with a financial advisor and tax professional to develop an exercise and diversification strategy that’s aligned with your entire financial situation and goals.
It was a heartwarming day, and even our Associate WealthAdvisor, Zach Vande Weerd, managed to get a photo with his wife, Hannah, and their adorable dog, Chief. Professional Milestones Congratulations are in order for Zach, who obtained his CFP certification on November 7th!
Carson Wealth’s Jamie Yeisley, Associate WealthAdvisor, and Jon Read, CFP Ⓡ , ChFC Ⓡ , AIF Ⓡ , Partner, Senior WealthAdvisor discusses how to determine your Risk Tolerance The post Risk Tolerance appeared first on Carson Wealth.
Carson Wealth’s Jon Read, CFP ®️ , ChFC ®️ , AIF ®️ Partner, WealthAdvisor and Justin Schultes, CFP ®️ , AIF ®️ , MBA, Partner, WealthAdvisor with some proactive discussions on market volatility The post Proactive Discussions on Market Volatility appeared first on Carson Wealth.
Our Senior WealthAdvisor 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.
Our WealthAdvisor, Chad Williamson, CFP® , explains that while retiring as a single person can present certain hurdles, it can also streamline the planning process. You’re planning for one, which often simplifies decisions around budgeting, income needs, and lifestyle goals,” Chad shares.
Our WealthAdvisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation. Recently, tariffs implemented by the U.S. government on goods from Canada, Mexico, and China have contributed to investor concerns, leading to market declines.
Carson Wealth’s Jon Read, CFP®, ChFC®, AIF® Partner, WealthAdvisor and Justin Schultes, CFP®, AIF®, MBA, Partner, WealthAdvisor with some discussion about the difference between a market correction and a bear market. The post Market Correction vs Bear Market appeared first on Carson Wealth.
We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as WealthAdvisors. Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence.
Carson Wealth’s Jon Read, CFP®, ChFC®, AIF® Partner, WealthAdvisor and Justin Schultes, CFP®, AIF®, MBA, Partner, WealthAdvisor with some discussion around time in the market. The post Longer Holding Period = Gains appeared first on Carson Wealth.
Carson Wealth’s Jon Read, CFP®, ChFC®, AIF® Partner, WealthAdvisor and Justin Schultes, CFP®, AIF®, MBA, Partner, WealthAdvisor with some discussion working through the not so fun moments. The post Market Volatility: This isn’t Fun, but it Happens appeared first on Carson Wealth.
Carson Wealth’s Jon Read, CFP®, ChFC®, AIF® Partner, WealthAdvisor and Justin Schultes, CFP®, AIF®, MBA, Partner, WealthAdvisor with some discussion about keeping positive during market volatility. The post Staying Positive during Market Volatility appeared first on Carson Wealth.
Our Senior WealthAdvisor, Yesenia Realejo, CFP® , shares her thoughts on this concern. Some may avoid looking to reduce stress, while others may find themselves checking frequently in search of reassurance. Finding a balanced approach can help maintain a sense of perspective.
Carson Wealths Shanna Kehoe, CFP , CWS Partner, Senior WealthAdvisor and Jamie Yeisley, Associate WealthAdvisor discuss AQR strategy and how it can work for business or landowners. Investment minimums and restrictions apply.
Our WealthAdvisor Franklin Gay, CFP®, EA , recently shared his perspective in a Financial Advisor Magazine , where he addressed some of the concerns that individuals are navigating today. Rather than reacting to uncertainty, it can be helpful to view Social Security as one piece of a long-term retirement strategy.
Carson Wealths Shanna Kehoe, CFP , CWS Partner, Senior WealthAdvisor and Jamie Yeisley, Associate WealthAdvisor discuss Women Led Strategies that we offer. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Our WealthAdvisor, Franklin Gay, CFP®, EA , recently spoke with CBS News to provide clarity on the matter. The “One Big Beautiful Bill” (OBBA) is a sweeping piece of legislation that bundles together numerous provisions, many of which can be easily misunderstood without a closer look.
In this guest post, Anna Pfaehler, CFP, AEP, a Partner and WealthAdvisor at Constellation WealthAdvisors, discusses how "swap powers" – the ability to exchange assets in an irrevocable trust with other assets of equivalent value – can be used to add flexibility and income tax efficiency to an irrevocable trust.
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.
We are thrilled to announce that our WealthAdvisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., appeared first on www.tobiasfinancial.com.
Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and WealthAdvisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.
Despite the positive statistics, disparities in income, workplace discrimination, and lower inheritance rates persist, impacting long-term wealth accumulation. Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges.
Carson Wealths Justin Schultes , CFP, AIF , MBA Partner and WealthAdvisor and Jamie Yeisley, Associate WealthAdvisor discuss Social Security. Justin Schultes, CFP, AIF, MBA Partner, WealthAdvisor Jamie Yeisley Associate WealthAdvisor The post Social Security appeared first on Carson Wealth.
To determine what may be appropriate for you, consult your financial advisor. About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealthadvisor at Mitlin Financial, Inc. The post Culture Is King by Larry Sprung, CFP® appeared first on Indigo Marketing Agency. Contact us today and let’s get started!
Carson Wealths Matt Hinz, CFP , ChFC , AIF Senior WealthAdvisor and Chris Graw , CFP , ChFC , CLU Managing Part n er, WealthAdvisor discuss the importance of Behavior Finance. The post Behavioral Finance appeared first on Carson Wealth.
Carson Wealths Matt Hinz, CFP , ChFC , AIF , Senior WealthAdvisor and Chris Graw, CFP , ChFC , CLU , Managing Partner, WealthAdvisor discuss Estate Planning when you turn 18. The post Estate Planning at 18 appeared first on Carson Wealth.
Carson Wealth’s Russ Nieland CFP®, AIF®Managing Director, Partner and WealthAdvisor and Josh Volgarino , CFP Ⓡ , ChFC Ⓡ , WMCP Ⓡ , CExP Ⓡ WealthAdvisor discuss strategies of Exit Planning. The post Exit Planning appeared first on Carson Wealth.
Carson Wealth’s Josh Volgarino, CFP Ⓡ , ChFC Ⓡ , WMCP Ⓡ , CExP Ⓡ WealthAdvisor and Jon Read, CFP Ⓡ ,ChFC ® Senior WealthAdvisor discuss steps needed when you come into unexpected money. The post How to Handle a Windfall appeared first on Carson Wealth.
Carson Wealth’s Russ Nieland, CFP ® , AIF ® , Managing Director, Partner and WealthAdvisor and Justin Schultes, CFP ® , AIF ® , MBA Partner and WealthAdvisor discuss the structure of our office here in Cedar Rapids, Iowa. The post Our Office Structure appeared first on Carson Wealth.
Carson Wealth’s Chris Graw, CFP ® , ChFC ® , CLU ® Partner & WealthAdvisor and Matt Hinz, CFP ® , ChFC ® Senior WealthAdvisor discuss the added values of working with a Financial Advisor. The post Value of a Financial Advisor appeared first on Carson Wealth.
Our WealthAdvisor Catalina Franco-Cicero led an informative discussion on CHIP: The Represented Series Education Edition about financial planning and management tasks we should complete to succeed in our financial life. . Watch the full discussion here: [link] .
Carson Wealths Shanna Kehoe, CFP , CWS Partner, Senior WealthAdvisor and Jamie Yeisley, Associate WealthAdvisor discuss the importance of an Estate and how to set one up. The post Estate Planning appeared first on Carson Wealth.
Carson Wealths Shanna Kehoe, CFP , CWS Partner, Senior WealthAdvisor and Jamie Yeisley, Associate WealthAdvisor discuss the importance of keeping a binder of your personal information. The post Importance of a Binder appeared first on Carson Wealth.
Carson Wealth’s Russ Nieland CFP ® , AIF ® , Managing Director, Partner and WealthAdvisor and Chris Graw, CFP Ⓡ , ChFC Ⓡ , CLU Ⓡ Partner & WealthAdvisor discuss concerns that fall on the Sandwich Generation. The post Concerns of the Sandwich Generation appeared first on Carson Wealth.
Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Taylor has also been named a Top 10 Financial Advisor by Investopedia for the last four years. She was also named a Top 10 Financial Advisor by Investopedia.
Today, the six-person team is made up of wealthadvisors, Craig Splan CFP, Tray Wiltse and Bill Day and operational staff Katie Hampton, Kim Roberts and Vincent Long CFP, all of whom will continue to serve clients from the firm’s Overland Park location.
Moore, CFP® , Co-Founder and Board Member at BLX Internship. Tracy Hutton, CPA , Senior Talent Manager at Mariner WealthAdvisors. Chloé and Tracy’s advice for firms that are thinking about starting a new internship program, and for interns and young advisors looking to land a job. Guests: Chloé A.
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