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

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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.

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 ...

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 106,000 CFP ® professionals, today announced actions taken to uphold its ethical standards, ...

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 ...

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 ...

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, ...