Your Richest Life

JULY 15, 2022

Listed as a D Magazine Best Financial Planner for the seventh year in a row. As a fee-only financial planner, I am committed to helping my clients achieve overall financial well-being. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.

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Indigo Marketing Agency

APRIL 28, 2023

Similar to a newspaper or magazine headline, yours should be catchy, interesting, and easy to read. Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.

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Your Richest Life

JULY 2, 2024

Receiving the InvestmentNews’ 40 Under 40 award, the Investopedia Top 100 Financial Planner distinction for three years in a row, and the D Magazine Best Financial Planners in Dallas award for 9 years in a row. I never could have gotten to where I am today without the clients who trusted me along the way. Here’s to the next ten years!

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FMG

SEPTEMBER 29, 2023

When Kyle Moore, CFP® , founder of Quarry Hill Advisors in Saint Paul, MN, first started out, he responded to every media opportunity possible in order to build his repertoire and prove that he was a trusted, expert in the financial industry. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

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FMG

SEPTEMBER 6, 2023

When Kyle Moore, CFP® , founder of Quarry Hill Advisors in Saint Paul, MN, first started out, he responded to every media opportunity possible in order to build his repertoire and prove that he was a trusted, expert in the financial industry. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium!

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Sara Grillo

AUGUST 14, 2023

Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. She obtained her CFP designation in 2003. In 2022, 34 Scholars, advisors and former regulators spoke on ten panel on fiduciary issues to advisors, policy makers, consumers and the media.

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