GOBankingRates on MSN

I’m a Certified Financial Planner: 3 Wealth-Transfer Tips I Tell My High-Income Clients

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

The Benefits of Working With a Certified Financial Planner

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 ...
MarketWatch

I want a trustworthy certified financial planner who charges less than 1%. Where do I look?

Question: How can I find a financial adviser in my area, who is a certified financial planner and fiduciary and works for less than 1%? Answer: Financial adviser fees can add up — if your adviser ...
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 ...
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 ...
Investopedia

What to Bring to Your First Financial Advisor Meeting

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Andy Smith is a Certified Financial Planner (CFP®), licensed ...