International College of Financial Planning

OCTOBER 26, 2023

A financial advisor isn’t just a title; it’s a commitment. They offer tailored recommendations, from shortlisting financial goals to handpicking the finest investments. Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

WiserAdvisor

AUGUST 8, 2022

Evidently, the financial concerns high-net-worth individuals face are more magnified than other investors. It also requires a good understanding of tax policies, laws, market sentiment, etc. Secondly, when hiring a financial advisor, look for their certifications to establish more faith. Chartered Wealth Manager (CWM).

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59