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Achieving the status of CertifiedFinancialPlanner® (CFP®) represents a significant professional milestone in financial services. What Is a CertifiedFinancialPlanner®? A CertifiedFinancialPlanner® is a distinguished professional who has met the stringent standards set by the FPSB Board.
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If you have an analytical mindset, a keen interest in the financialmarkets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit. A deep understanding of financialmarkets and investment strategies. Excellent communication and interpersonal skills.
A planner should be able to answer any question that you may have regarding his services. After all, if a client feels that a financialplanner understands him, then he remains loyal to him. Who is a financial advisor or a certifiedfinancialplanner? Hire a Financial Advisor who is a CFP®.
-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financialadvice in a low cost and unbiased way.
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-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financialadvice in a low cost and unbiased way.
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You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. I hope you’ll at least join my newsletter about financial advisor lead generation. CertifiedFinancialPlanner Board of Standards, Inc. www.cfp.net.
Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University. Public Disclosure Copy.
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