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My Advisor Sold My Nvidia Shares and I Lost $50k. What Should I Do?

I’ve had a financial advisor, who is a certified financial planner (CFP), since December of last year. I really find his ...

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 ...

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 ...
Financial Planning

Tax advice is a no-no for many financial advisors. Tax guidance is not

The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that ...

Survey: Gen Z Is Turning To Their Parents for Financial Advice — but Here Are 5 Reasons They Shouldn’t

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

CFP Board Elects Two New Directors

"It's a privilege to welcome Nicole and Chad to our Board of Directors," said CFP Board Chair-Elect Terri Kallsen, CFP ®. "They bring rich experience in the financial services ecosystem and a devotion ...
Charlotte Observer

Education Prerequisites

To qualify, you must have completed a bachelor’s degree (or higher) from an accredited college or university. The degree doesn’t have to be in finance, but you do need to complete a CFP Board ...