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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

The world of financial advising is diverse, with various specializations. Investment Mastery: Financial advisors are adept at channelling their clients’ resources into various asset classes, ensuring growth and security. Why Pursue a Career as a Financial Advisor? Educating Clients: Knowledge is power.

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4 Financial Concerns High-Net-Worth Individuals Face

WiserAdvisor

Financial planning for high-net-worth individuals can be a bit more complicated than the rest. Ultra high-net-worth financial planning can require intricacies and attention to the minutest of details. It is evident that high-net-worth individuals need a good wealth manager. Certified Private Wealth Advisor (CPWA).

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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College. Matt founded Exhale Wealth Management to provide comprehensive financial planning to individuals with complex lives, most notably technology employees with equity compensation.

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Financial Planning for High-Net-Worth Individuals

WiserAdvisor

Financial planning can be helpful in many ways. Financial planning adds discipline to your routine. Financial planning is also helpful in tracking errors and rectifying them quickly to avoid further damage. Evidently, financial planning is even more crucial for high-net-worth individuals.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.

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