International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

The Irrelevant Investor

AUGUST 25, 2018

I saw three reports of financial abuse in the last week. There is no way that Wells found the 14,000 least ethical financial advisors in the industry. There are thousands of financial advisors doing the right thing by their clients, but it's the bad actors that make the headlines.

Ethics 52

Ethics Commission Financial Planner Financial Advisor 52

Indigo Marketing Agency

DECEMBER 19, 2022

She was also named a Top 10 Financial Advisor by Investopedia. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. He was named a Top 10 Advisor on Investopedia’s 100 list. Peter Lazaroff.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59