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The financial service profession is regulated at the federal or state level, and professionals who sell products or provide financialadvice to clients for a fee are required to meet minimum required regulatory standards. . ChFC ® – Chartered FinancialConsultant. Investments and WealthManagement.
While there are various types of finance professionals who offer financialadvice and services falling under the general financial advisor category, it should be noted that they differ significantly. Their main area of focus is wealth preservation.
The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. WealthManagement Firms. Debt Management Firms.
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. Doug Twiddy.
-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financialadvice in a low cost and unbiased way.
Tax-loss harvesting is a strategy that uses your investment losses incurred in a financial year to reduce the tax on your investment gains earned in the same year. High-net-worth financialadvice is critical for very and ultra-high-net-worth individuals, too, as they have multiple income sources and very high inflows of cash.
Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financialconsultant with Advocacy WealthManagement. Robert will be on the “for” team.
The debaters include: Robert Wright, CFP®, a financialconsultant with Advocacy WealthManagement. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Robert Wright, CFP® serves as a FinancialConsultant with over 10 years of experience in the financial planning and services industry.
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