2019 Financial Planner Risk Management 
International College of Financial Planning
JULY 10, 2023
CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. Over the years, the CFP exam has undergone refinements in line with the evolution of the financial planning profession. Get in touch to get an insight into the CFP course details.
Indigo Marketing Agency
DECEMBER 19, 2022
Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. Lazetta is also a member of the CNBC Digital Financial Advisor Council and a contributor on Wealth Management to the WSJ Experts blog. . Ellen Rogin.
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Sara Grillo
AUGUST 14, 2023
In 2008, Kelly began working directly with clients as a financial planner. She has helped hundreds of clients achieve their financial and life goals. She was awarded a JD in September 2018 and passed the California Bar Exam in February 2019. In August 2022, Kelly launched her own advisory firm, Brava Financial.
Indigo Marketing Agency
JANUARY 17, 2022
Jeff Rose Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. Bola Sokunbi If you’re a financial advisor for women, Bola Sokunbi is an excellent person to follow in our industry. Rose Han Rose Han is a former Wall Street trader turned financial educator.
Sara Grillo
APRIL 10, 2023
In addition to the CFP ® mark, he also earned the Chartered Financial Consultant (ChFC ® ) and Chartered Life Underwriter (CLU ® ) designations from the American College of Financial Services. In 2019, the American College of Financial Services named Josh as one of five NextGen Financial Services Professionals of the Year.
Indigo Marketing Agency
JANUARY 24, 2024
He is passionate about educating people about investing and financial planning, having been featured in The Wall Street Journal, Forbes, CNBC, and The New York Times. He is the host of the Long Term Investor Podcast and published his first book, Making Money Simple , in 2019. Connect with Peter on LinkedIn to learn more.
Indigo Marketing Agency
JANUARY 24, 2024
He is passionate about educating people about investing and financial planning, having been featured in The Wall Street Journal, Forbes, CNBC, and The New York Times. He is the host of the Long Term Investor Podcast and published his first book, Making Money Simple , in 2019. Connect with Peter on LinkedIn to learn more.
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