Nerd's Eye View
MARCH 11, 2025
Welcome to the 428th episode of the Financial Advisor Success Podcast ! Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households.
Nerd's Eye View
AUGUST 21, 2024
In this guest post, Anna Pfaehler, CFP, AEP, a Partner and Wealth Advisor at Constellation Wealth Advisors, discusses how "swap powers" – the ability to exchange assets in an irrevocable trust with other assets of equivalent value – can be used to add flexibility and income tax efficiency to an irrevocable trust.
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Darrow Wealth Management
NOVEMBER 4, 2024
CERTIFIED FINANCIAL PLANNER website The CERTIFIED FINANCIAL PLANNER professional designation is typically thought of as the gold standard for financial advisors. In 2019, the CFP board announced CFP® professionals must adhere to a fiduciary duty when providing investment advice. You can search for CFP® professionals here.
Carson Wealth
DECEMBER 16, 2024
Carson Wealths Shanna Kehoe, CFP , CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss Women Led Strategies that we offer. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
International College of Financial Planning
DECEMBER 29, 2024
The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. The CFP certification prepares professionals for these challenges through rigorous training and practical application.
Darrow Wealth Management
FEBRUARY 13, 2025
But even comprehensive wealth advisors have blind spots or can only go an inch deep on certain subjects. After all, if you move, or if your advisor does, you probably wont want to start over with a new firm. You can also search for a planner on the CFP board website. Do you have a unique situation? So, thats a lot.
Carson Wealth
JANUARY 22, 2025
It was a heartwarming day, and even our Associate Wealth Advisor, Zach Vande Weerd, managed to get a photo with his wife, Hannah, and their adorable dog, Chief. Professional Milestones Congratulations are in order for Zach, who obtained his CFP certification on November 7th!
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