Tag: certifications

What is a Certified Financial Planner (CFP)?

A CFP or Certified Financial Planner designation is bestowed upon individuals who have successfully cleared the CFP Board examination. These individuals have extensively studied financial...

Should Financial Planners Implement Their Own Plans? – upd May 2015

One of the seamier sides of the financial services industry is reps and agents who use financial plans to help them sell investment and insurance...

Find a Financial Advisor or They Will Find You

What is safer? You can find a financial advisor on your own or you can select a financial advisor who finds you. The easy way...

Can You Trust Your Financial Planner?

A financial planner has a license to steal. Everyone needs a financial planner who can develop an integrated strategy that will help them achieve their...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.