Tagged certified-financial-planner

Tan Phan, MSFP, CFP®, Named to InvestmentNews' 2021 40 Under 40 List
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Tan Phan, MSFP, CFP®, Named to InvestmentNews' 2021 40 Under 40 List

 Award spotlights San Francisco-based Tan as a top industry professional in the financial advice field Read More
Potomac Financial Group's Todd Wike Named to Forbes' 2021 List of Top Wealth Advisors
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Potomac Financial Group's Todd Wike Named to Forbes' 2021 List of Top Wealth Advisors

 Recognition follows recent naming to Raymond James' 2021 Chairman's Council Read More
CrossleyShear Wealth Management's Evan Shear and Dale Crossley Named to Forbes' 2021 List of Top Wealth Advisors
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CrossleyShear Wealth Management's Evan Shear and Dale Crossley Named to Forbes' 2021 List of Top Wealth Advisors

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Jack W. Kennedy III of Kennedy Investment Group Named to Forbes' List of Best-in-State Wealth Advisors for the 2nd Consecutive Year
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Jack W. Kennedy III of Kennedy Investment Group Named to Forbes' List of Best-in-State Wealth Advisors for the 2nd Consecutive Year

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Legacy Capital and Trent Capital Complete Merger
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Legacy Capital and Trent Capital Complete Merger

 Little Rock companies join forces to create one of Arkansas' largest independent wealth management firms Read More
Quest Financial Services Founding Partner Earns Behavioral Financial Advisor (BFA™) Designation
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Quest Financial Services Founding Partner Earns Behavioral Financial Advisor (BFA™) Designation

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Quest Financial Services Founding Partner Publishes Financial Planning Book
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Quest Financial Services Founding Partner Publishes Financial Planning Book

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Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation
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Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation

 Optima Asset Management Advisor Completes Extensive Requirements Read More
The Fidato Group Exceeds Industry Benchmarks for Growth and Client Retention
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The Fidato Group Exceeds Industry Benchmarks for Growth and Client Retention

 Tony D'Amico, Company CEO, Attributes Success to Service Commitment, Client Retention and Expansion of Relationships Read More
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Sandy Keir Joins Suncoast Advisory Group

 Experienced Wealth Advisor in Sarasota, Florida, Specializes in Helping Women Business Owners and Professionals Read More
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Divorce Mediation in 2014 by Stephanie Maloney, Certified Divorce Financial Analyst

 When mediation first started, most mediators worked on their own. And a talented mediator can certainly help couples reach a settlement, but as the years went on I found myself suggesting that we add an attorney or a therapist to our mediation. Read More
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Grab Opportunities to Work in Financial Sector with Vidya Topa Institute

 Vidya Topa Institute of Professional Studies has become a pioneer in finance specialist in just one year. Read More
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Caroline Liljencrantz Joins Suncoast Advisory Group

 Liljencrantz Named Client Services Assistant for Sarasota, Florida, Financial Planning Firm Read More
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Behavior Drives Performance And Financial Decision Making

 Rick Helbing of Suncoast Advisory Group Discusses How Inherent Behavioral Traits Drive Financial Decision Making Read More
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Financial Adviser Rick Helbing Featured In The Sarasota Herald-Tribune

 Rick Helbing of Suncoast Advisory Group Advises Readers to do their Due Diligence Before Investing in Real Estate Read More
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Rick Helbing Named Among 150 Best Financial Advisers For Doctors

 Rick Helbing of Suncoast Advisory Group in Sarasota, Florida Named Among 150 Best Financial Advisers for Doctors by Medical Economics Magazine Read More
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Suncoast Advisory Group Opens Jacksonville, Florida Office

 Suncoast Advisory Group, a Sarasota, Florida-Based Financial Planning Firm, Expands Into Jacksonville, Florida Read More
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Irvine Based Certified Financial Planner® Now Serving As Officer In Prominent Upstart Non-Profit Organization

 With over 20 years of professional experience in financial services, Joel Barretto CFP® proudly announces his affiliation with the Council on Trade and Investments For Filipino-Americans (COTIFA) Read More
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Webinar Series To Empower Women With Financial Knowledge

 This online program will empower women to make informed decisions about their financial matters. These four 1-hour webinars cover the most important financial matters without getting lost in the weeds. Visit PlanPrep.com and click on events. Read More
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FIVE STAR: Best in Client Satisfaction Wealth Managers Announced

 Jordan Dechtman Wealth Management principal, Jordan Dechtman is among 7% of wealth managers in the Denver area to be named a 2009 FIVE STAR Best in Client Satisfaction Wealth Manager. Read More
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CFP Trainings with Placement Guarantee: Rs 25,000 only

 Pristine is the leader in the trainings of FRM, CFA, PRM, CFP, and Financial Modeling. Pristine is started by IIT/IIM graduates. Read More
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Elisabeth Cullington, CFP, Advising Women of Wealth in Transition

 It is with great excitement that HoyleCohen Advisory Services (http://www.HoyleCohen.com), a Premier Wealth and Registered Investment Advisory services firm presents Elisabeth Cullington, Certified Financial Planner - Advising Women of Wealth Read More