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As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, riskmanagement, and "basic" estateplanning solutions to families and small businesses. He is also credentialed through The National Association of EstatePlanning Councils as an Accredited Estate Planner.
Attorneys play a critical role in the financialplanning process, particularly in estateplanning. In financial services, you might encounter an LLM in tax or estateplanning. . Broad Based FinancialPlanning Designations. CFP ® – CERTIFIED FINANCIAL PLANNER.
RFPA Course The Registered Financial Prosperity Advisor (RFPA) program, offered by the International College of FinancialPlanning (ICOFP) in collaboration with Bajaj Capital, is a prime example of an effectively designed short-term course.
Getting the right financial advisor: Financialplanning for high-net-worth individuals can include tax planning, managing philanthropic activities like charity, asset protection, estate and succession planning, and riskmanagement, among several other things.
Joshua Gonzalez As a Financial Adviser, Josh provides a wide range of personalized, comprehensive financialplanning services to his clients, including retirement planning, investment advice, and estateplanning. He graduated from the George Washington University cum laude.
pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College.
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