NAIFA Advisor Today

OCTOBER 6, 2023

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Recruitment 52

International College of Financial Planning

DECEMBER 23, 2023

Professional Certifications and Designations: Certifications are a means for advisors to demonstrate their expertise and reliability. The Certified Financial Planner®, awarded by the Financial Planning Standards Board, India, is one of the most esteemed certifications.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 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. It definitely is.

Clients 147

Clients Portfolio Financial Advisor Investments 147

Good Financial Cents

APRIL 19, 2023

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. Investing in a certificate of deposit is a great-low risk strategy to accrue interest risk-free. Open an account here >> Open an Account with UFB Direct 2.

Accounting 105

Accounting Investing Investments Media 105