CNBC's Financial Advisor 100: Best financial advisors, top firms for 2025 ranked

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

What is a certified financial planner (CFP)?

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...
The Business Journals

Behind the Financial Planners list: Wells Fargo Advisors back on the list as top firm

Twenty of the 25 firms on the list are headquartered in the four-county Sacramento region. The most recent Sacramento Business Journal list features the region’s top 25 financial planning firms, ...
Local News 8

The number of female Certified Financial Planners grew by 13.9%. Here's a closer look at who is joining the profession—and where

The total number of Certified Financial Planners, or CFPs, in the U.S. grew by 11.5% over the last three years, with a net of more than 10,000 individuals who passed the training and certification ...
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 ...
Wall Street Journal

Types of Financial Advisors

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your financial planning needs Staff Personal Finance Editor, Buy Side Valerie ...
Accounting Today

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 ...
The Business Journals

The List: These are the First Coast's largest certified financial planners

Who are the largest certified financial planners on the First Coast? We ranked the area's top firms by the No. of licensed certified financial planners employed. JPMorgan Chase rolling out major ...
The Motley Fool

What Is a Certified Financial Planner (CFP)?

CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...