Assets CFP White Paper 
Nerd's Eye View
JANUARY 10, 2023
Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.
Nationwide Financial
FEBRUARY 14, 2023
According to a Nationwide Retirement Institute® Diverse Markets White Paper, decades of research show that Black consumers tend to express higher levels of generalized distrust than whites.
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Walkner Condon Financial Advisors
AUGUST 13, 2022
Most Americans enjoy the idea of delaying a tax bill from Uncle Sam and allowing their assets to compound. For the sake of keeping this a blog post vs. an all-out white paper, I decided to pick a few of the common topics that come up frequently in my conversations. Mitch DeWitt, CFP®, MBA. IRAs do not allow this.
Tucker Advisors
SEPTEMBER 8, 2021
One user-friendly version of self-funded pensions is the indexed annuity,” said Tucker Financial President and CFP, Darren Petty. “It That’s our goal, to keep as much of your investible assets out of the annuity while still securing your monthly retirement needs. The advantages contrast the disadvantages. Sources: 1.
Indigo Marketing Agency
MAY 5, 2020
I’m a lecturer at UCLA Extension as part of their CFP program in marketing. But no doubt that individuals have amassed a large amount of assets in their, what we call concentrated wealth at work or their retirement plans. Also very attractive from a financial planning perspective and a net new asset gathering perspective.
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. They told him to read the FAQs (lol)! About Gary Mettler.
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