Wealthy families risk losing millions without a plan. A CFP shares 3 smart wealth-transfer strategies to protect your legacy.

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 ...

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

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 ...

A new survey shows Gen Z is leaning on parents for money advice—but here are 5 reasons why that could hurt their financial ...

CNBC's Financial Advisor 100 ranks the best financial advisors and top firms for 2025. Here's how to pick the best financial ...

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

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 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, ...

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 ...