Ethics, Fiduciary Duty, Financial Advice and License

The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

NOVEMBER 21, 2022

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. In addition to knowledge and experience, another noteworthy benefit a CFP brings to the table is that of being a trusted fiduciary.

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Should you die and go to hell before selling an annuity?

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Mettler says he does not have a securities license for this reason.

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Insurance Financial Advisor Retirement License

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

Should you die and go to hell before selling an annuity?

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