Stephen D. Bauer, CFP ®, CRPC®, Wealth Advisor, has joined a ranking of Millennial advisors who are the next generation of advisors. Forbes identified ... “I was so excited to learn that I had become one of Forbes Top Next Generation Advisors,” said Bauer.
No matter how you slice it, the market has become expensive. ... Certified financial planner Chad Carlson deals with this conversation almost daily, and he admits to his clients that a Dow Jones Index above 21,000 seems expensive today. But then he.
Waters, a certified financial planner who is wrapping up his first term on the school board, called the U.S. Department of Education's Office of Civil Rights complaint filed last August baseless, saying the district has taken great strides to benefit.
“Absolutely,” says Marianela Collado, a certified financial planner and CEO at Tobias Financial Advisors in Plantation ... clients a list of benchmarks appropriate for each asset class in which their money is invested. 10. What tax consequences.
P. Kemp Fain, Jr. was a notable pioneer in the development of the financial planning profession. Kemp Fain was the first person to enroll in the nascent CFP education program and among the first class of graduates in 1973. He formed the first chapter.
He earned his certified financial planner designation in 2004. ... Hollingsworth has worked as a program manager for a local nonprofit organization, Neighborhood Outreach Connection, and as a food and beverage employee for Heritage Golf Group.
WALNUT CREEK, Calif.--(BUSINESS WIRE)--May 10, 2004--New professional certification, Certified Retirement Financial Advisor(CRFA), is the most comprehensive certification offered for financial professionals seeking to provide high quality service to retirees.
These structures are complex and become even more challenging in a low-interest-rate environment. If you want to go down this path, consult with a CPA, estate attorney and CERTIFIED FINANCIAL PLANNER ™. You've worked hard to put yourself in a .
Oct. 10, 2017 (GLOBE NEWSWIRE) — Two Barnum Financial Group financial planners based in the company’s Elmsford, NY office have achieved special certification and training ... and plan design for business advisors. Founded in 1996, BEI has helped.
Families of college-bound students can now file key financial aid forms. It takes some legwork to make sure ... eligibility for need-based financial aid. (Oct. 1 was also the start day to file the CSS Profile, which is required by nearly 400 colleges.
Financial Planning Magazine, WINS 1010 Radio, The Bronx News, and The Bronx Chronicle. Mr. RIvieccio is also a current Instructor for Certified Financial Planning ( CFP ) classes at Lehman/ CUNY College. For financial assistance or a FREE 2017 Income .
quot;Traditionally, investors would shift money from equities to bonds to reduce risk, [but] this time is different," said Sterling Neblett, certified financial planner and founding partner of Centurion Wealth Management. ... Over the past decade, new.
is pleased to announce that Wealth Management Advisor Alden Witman, AWMA® has completed the Certified Financial Planner™ (CFP®) Board Examination and obtained his CFP certification. The CFP® designation identifies those individuals who have met the.