WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. Department of Education before appearing for the CFP exam.

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Tobias Financial

AUGUST 25, 2023

Whether you’re fresh out of college or advancing in your career, understanding the basics of investing can lay a strong foundation for your financial future. Our Chief Investment Officer, Matthew Saneholtz , CFA, CFP®, EA was quoted on CNBC sharing his insights on the key steps to consider as a first-time investor.

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Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. Cody decided to become an advice-only financial planner, avoiding managing assets for clients and focusing instead just on the service of financial planning because he feels that is where the greatest value of a financial advisor lies.

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Financial Planner CFP Financial Planning Education 52

Clever Girl Finance

JULY 16, 2023

Article related to financial advice Do you need a financial advisor? Either way, this article will take a deep dive into what it takes to work with financial advisors. Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track.

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Article related to financial advice Do you need a financial advisor? Either way, this article will take a deep dive into what it takes to work with financial advisors. Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track.

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

NOVEMBER 14, 2022

Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. David writes frequently about retirement income planning.

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Sara Grillo

AUGUST 14, 2023

Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. He has been cited in the New York Times, Wall Street Journal, Bloomberg, Reuters and industry outlets such as Investment News and Financial Advisor. She obtained her CFP designation in 2003.

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WiserAdvisor

JUNE 2, 2023

This article discusses the different types of financial advisors you can choose from based on your specific financial needs and goals. Wealth managers provide several financial services to meet the needs of high-net-worth clients, including creating a will, business succession plan, advice on philanthropic activities, trust, and more.

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Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. 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. What do you believe the CFP Board’s role should be in the future?

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Good Financial Cents

AUGUST 1, 2022

In Best Low-Risk Investments for 2022 , I provided a comprehensive list of low-risk investments with predictable returns. In this article, we’re going to look at high-yield investments, many of which involve a higher degree of risk but are also likely to provide higher returns. Best High-Yield Investments for 2022.

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Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

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