Communication Document Financial Planner Strategic Planning 
Good Financial Cents
DECEMBER 14, 2022
In short, they are financial planning counselors who help people protect their assets. A Bachelor’s degree in finance or a related field is required, and a CFP(Certified Financial Planner) certification is preferred for insurance advisors. Communication Skills. Financial Reporting Skills.
The Big Picture
MAY 7, 2024
So I worked with a certified financial planner called Katie Song when I was at SoFi. And she did a plan for me personally and answered the questions, can I retire? And so we offer that plan for $2,500. It’s their strategy document’s. 00:29:28 [Speaker Changed] Yeah. Can I send my kids to school?
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