Walkner Condon Financial Advisors

APRIL 21, 2023

At Walkner Condon, all of our advisors are fiduciaries for our clients. What is a Certified Financial Planner (CFP) ? A CFP (Certified Financial Planner) is a professional designation granted by the Certified Financial Planner Board of Standards (CFP Board). FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

Walkner Condon Financial Advisors

APRIL 17, 2023

At Walkner Condon, all of our advisors are fiduciaries for our clients. What is a Certified Financial Planner (CFP)? A CFP (Certified Financial Planner) is a professional designation granted by the Certified Financial Planner Board of Standards (CFP Board).

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

AUGUST 14, 2023

Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Carson Wealth

JANUARY 14, 2023

CFP ® , Director of Consumer Investment Research  Being a fiduciary is holding a duty to a client that a financial advisor will act in the best interests of the client rather than the best interests of the advisor, the advisor’s employer, or any other entity. This may sound simple. Why Choose a Fiduciary?

Financial Advisor 52

Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

Ron A. Rhodes

DECEMBER 12, 2023

Can the use of a title – such as “financial planner” (or CFP) or “financial consultant” or “wealth manager” or “investment consultant” or similar – by the registered represent of…

Financial Planner 67

Financial Planner Wealth Management Financial Consultant CFP 67

International College of Financial Planning

AUGUST 31, 2023

We can add something on how CFP are the most reliable advisors available in the market (Think of Certified Financial Planners (CFPs) as financial architects who’ve wholeheartedly embraced high standards of expertise, integrity, and professionalism.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

Truemind Capital

SEPTEMBER 10, 2019

Fiduciary duty should be on the top of the mind of any genuine adviser. Experience & Expertise: An adviser who is responsible to manage your investments and provide advisory should have a relevant work experience and good academic credentials related to investment management field (like CFA/CFP/NISM Adviser).

Investing 52

Investing Investments Asset Allocation Fiduciary Duty 52

Fortune Financial

SEPTEMBER 25, 2023

When researching wealth management firms, paying attention to their credentials and qualifications is essential, including whether they have a fiduciary duty to uphold. They indicate a degree of education and specialization on the part of the individual.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

When researching wealth management firms, paying attention to their credentials and qualifications is essential, including whether they have a fiduciary duty to uphold. They indicate a degree of education and specialization on the part of the individual.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

WiserAdvisor

AUGUST 8, 2022

For instance, you can hire a fiduciary. Fiduciary duty mandates the advisor to keep your interests ahead of theirs. Certified Financial Planner (CFP). Many a time, the wealth manager may have their vested interests at heart and could recommend a lot of products or opportunities because they benefit them more than you.

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Sara Grillo

NOVEMBER 14, 2022

Do advisors breach fiduciary duty when they fail to recommend annuities? Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators? About Gary Mettler.

Insurance 59

Insurance Retirement Financial Advisor License 59