"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 ...
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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 ...
With women currently making up a one-fourth minority of all CFP professionals, new research reveals how highlighting values and busting myths can help move the needle.
This is a paid release. Evan Goetz, a Financial Advisor with Retirement & Financial Strategies, has met the CFP Board’s requirements to earn the CERTIFIED FINANCIAL PLANNER® certfication. Evan is a ...
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Your 401(k) as a financial planning tool
Tips from Kurt Whitesell and "GMA" sponsor CERTIFIED FINANCIAL PLANNER® professionals. Six more houses collapsed into the sea in the Outer Banks Barack Obama's favorability compared to Donald ...
The Rutherford B. Hayes Presidential Library & Museums has been designated a Certified Autism Center. The certification, awarded by the International Board of Credentialing and Continuing Education ...
We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...
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, ...
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