NAIFA Advisor Today

OCTOBER 6, 2023

He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner CFP 52

WiserAdvisor

DECEMBER 1, 2023

These milestones can often bring unique financial challenges for physicians. A significant job change, marriage, divorce, the arrival of children, the sale of a practice, etc., each of these events can profoundly impact an individual’s financial situation.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Sara Grillo

APRIL 10, 2023

Wright argues that we could diminish any asset that way, even stock certificates. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. Gold has transaction value. All value is relative.

Investments 52

Investments Investing CFP Financial Advisor 52

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. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc.

CFP 80

CFP Financial Planner Ethics Financial Planning 80