Certified Financial Advisor Classes


Bauer of United Capital Named to Forbes Top 500 Top Next Generation Wealth Advisors - The Paper Magazine
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.

Millennials think now's the time to invest, and they're right - CNBC
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.

Marietta Ward 2 school board race heats up - MDJOnline.com
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.

10 Questions to Ask a Financial Advisor
“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.

Dr. Dave Yeske is Awarded the P. Kemp Fain Jr. Award, the Profession's Lifetime Achievement Award - PR Newswire (press release)
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.

Local business briefs - Bluffton Today
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.

Society of Certified Retirement Financial Advisors Offers New Certification for Financial Advisors Who Serve the Retirees
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.

Retirement Income Strategies for the 1% - Kiplinger's Personal Finance
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&nbsp.

Barnum Financial Team’s In-depth Training Helps Business Owners Build Value and Plan for Their Future
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.

How to beat the competition on scoring financial aid - CNBC
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 Focus: Can College Be Free, Again? - Norwood News
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&nbsp.

Advisors turn to alternative investments for clients - CNBC
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.

Natick Resident and Financial Advisor at The Harvest Group Obtains Certified Financial Planner™ (CFP®) Certification
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.