eMoney Advisor

FEBRUARY 7, 2023

As a woman of color in the financial services industry, I’m acutely aware of the progress needed toward diversity. percent of Certified Financial Planner™ professionals in the U.S. They’re active on social networks, podcasts, and blogs that I hope you will connect with and follow. Approximately 1.9

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

Zoe Financial

FEBRUARY 21, 2023

Published February 21st, 2023 Reading Time: 3 minutes Written by: The Zoe Team When it comes to managing your money, knowing who to turn to can be challenging. Depending on your situation, you may need the help of a financial advisor or an accountant. When looking for a financial advisor, ensure they’re certified.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

AdvisorPR

SEPTEMBER 28, 2023

Comprehensive, current, and actionable program trains members to engage with the media and use FPA MediaSource, the automated media query platform connecting financial planners and journalists.

Financial Planner 52

Financial Planner Media Certified Financial Planner CFP 52

Zoe Financial

JANUARY 27, 2023

A Brief Guide to Equity Compensation Published January 27th, 2023 Reading Time: 8 minutes Written by: Paul Horn, CFP® , CPWA® Zoe Network Advisor A Brief Guide to Equity Compensation Types Published January 27th, 2023 Reading Time: 8 minutes Written by: Paul Horn, CFP® , CPWA® Zoe Network Advisor We live in a world that admires hard workers.

Certified Financial Planner 40

Certified Financial Planner Executive Compensation Taxes Financial Planner 40

Walkner Condon Financial Advisors

JUNE 2, 2023

The second is more at the individual level – empowering women to take the driver’s seat in their personal financial lives, and then passing that knowledge on to future generations. Financial illiteracy among women is a problem. We need to acknowledge that a better financial education often starts at home.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Better Letter

NOVEMBER 2, 2023

For example, the three worst-performing sectors of the S&P 500 in 2022 (Communications Services, Consumer Discretionary, and Information Technology) were the only sectors to outperform in the first half of 2023. Here’s what I think is going on. ” In other words, Ramsey was lucky with his fund choices.

Certified Financial Planner 95

Certified Financial Planner Investments Investing Portfolio 95

Sara Grillo

APRIL 10, 2023

Our scheduled meetups are here: April 12 th , 2023 May 10 th , 2023 June 14 th , 2023 July 12 th , 2023 August 9 th , 2023 September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

Investments 52

Investments Investing CFP Financial Advisor 52

The Big Picture

JULY 29, 2024

00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. 00:46:07 [Speaker Changed] So I was, until very recently on the board of directors for the CFP board and what I, 00:46:14 [Speaker Changed] And this is certified financial planner.

Clients 148

Clients Portfolio Financial Advisor Investments 148