Nerd's Eye View

FEBRUARY 21, 2023

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Your Richest Life

NOVEMBER 9, 2023

You should also do the math to make sure you have a clear idea of what you can afford. About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future. Remember that car loan rates are still high right now.

Marketing 52

Marketing Marketing Budgeting Financial Planner 52

Sara Grillo

MAY 16, 2022

The point is that this would be a good, low cost financial advisor for someone with about $1MM or more of assets. Jon Luskin, CFP. He provides a portfolio second review service that shows you what is needed for you to meet your financial goals, and provides you with a simple investment plan that you can implement on your own.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Big Picture

JULY 29, 2024

And and on a related issue, you’re on the board of advisors for the CFP parent company. 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. That’s 00:46:16 [Speaker Changed] Right.

Clients 147

Clients Portfolio Financial Advisor Investing 147