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A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified FinancialPlanner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Charles King.
Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Scott has been serving families for 29 years in the financial services space. In 2008, Kelly began working directly with clients as a financialplanner.
Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financialadvisors, financialplanners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.
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