AOL

Certified financial planner (CFP): What they do and how much they cost

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

I’m a Financial Planner: 5 Retirement Moves You’ll Regret in 10 Years

Think you're set for retirement? A financial planner reveals 5 common mistakes that could cost you big in the next ...
Nasdaq

The Benefits of Working With a Certified Financial Planner

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

How Financial Advisors Play a Role in Estate Planning

Discover how financial advisors protect wealth and guide families in building a lasting legacy.

‘I’m not sold on him.’ My husband loves a financial planner we interviewed; I don’t. His company has no online reviews and his fee is $45 per month. Now what?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].
Wall Street Journal

Financial Advisor vs. Financial Planner: What You Need to Know

Explore how financial advisors and financial planners differ in scope, credentials and compensation so you can choose the right expert for your needs Staff Personal Finance Editor, Buy Side Valerie ...

Mills Wealth Advisors Welcomes Fifth Certified Financial Planner to Team

Mills Wealth Advisors announced that Helen Esomo has earned the CERTIFIED FINANCIAL PLANNER certification, becoming the firm’s fifth CFP professional. Esomo satisfied CFP Board’s education, exam, ...
InsuranceNewsNet

Dauby of Onyx Private Wealth earns certified financial planner certification

Maddie Dauby of Onyx Private Wealth has earned her CERTIFIED FINANCIAL PLANNER ® certification. The exam covers the following areas: Professional Conduct and Regulations, General Principles of ...