WiserAdvisor

NOVEMBER 21, 2022

This is where a Certified Financial Planner (CFP) can step in. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

International College of Financial Planning

AUGUST 31, 2023

Understanding the importance of asset allocation is like building a strong financial foundation. It’s all about spreading your investments across different asset classes, like stocks, bonds, and real estate, to manage risk and maximize returns. This helps manage risk and maintain your desired balance of returns.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

Sara Grillo

AUGUST 25, 2023

If just doing investment management alone – it would be the usual balancing, tax-loss harvesting (If warranted), asset allocation etc., Nate Seiler, CFP Avg account size: $115,000 Services: I offer financial strategies. Services: I offer investment management as an add-on to financial planning.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52