Asset Allocation Investment Planning License 
International College of Financial Planning
JULY 30, 2022
Earning the CFP designation requires a rigorous course of study covering investment planning, income taxation, retirement planning and risk management. A Person who completes the CFP course is qualified to provide financial planning services to those with a high degree of financial responsibility.
Sara Grillo
AUGUST 25, 2023
Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. Services: I offer investment management as an add-on to financial planning. Note: Ryan holds both insurance and FINRA licenses. Note: Stoy holds an insurance license. 56 Capital Partners www.56capitalpartners.com
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Clever Girl Finance
OCTOBER 8, 2024
Staying committed to my investment plan, even during market downturns, has been crucial. Instead of panicking and selling my investments, I maintained my course, knowing that markets eventually rebound. It’s really important to understand the costs that come with your investment choices.
WiserAdvisor
NOVEMBER 21, 2022
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. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board.
The Big Picture
AUGUST 20, 2024
We were one of the last to get what’s called a value added license to the compus stat database. And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value. That actually is exactly what we ended up doing. Otherwise, why not just buy passive?
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