Ballast Advisors

SEPTEMBER 13, 2023

Suite 314-N Saint Paul, MN 55114 ballastadvisors.com James Heimler, CFP® Wealth Advisor James Heimler is a Certified Financial Planner (CFP®) with over 7 years of industry experience, having started in 2016. Tel:651.200.3104 jheimler@ballastadvisors.com 2550 University Ave W.,

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planner Financial Planning 52

eMoney Advisor

DECEMBER 15, 2022

The Financial Planning Workforce. To focus in on financial planners, we turn to the Certified Financial Planner Board of Standards’ statistics on its membership. It has awarded more than $1 million in scholarships since 2016, including 80 new scholarship awards in 2021.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

AdvisorPR

SEPTEMBER 28, 2023

With an eye on supporting the needs of journalists, the Association introduced FPA MediaSource in 2016. This automated media query platform has connected CFP® professional FPA members with over 7,300 media opportunities covering various financial planning and personal finance topics.

Financial Planner 52

Financial Planner Media Certified Financial Planner CFP 52

Sara Grillo

SEPTEMBER 26, 2022

You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. I hope you’ll at least join my newsletter about financial advisor lead generation. Certified Financial Planner Board of Standards, Inc. www.cfp.net.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59