PhDs in business or economics are exempted from the educational requirements. The CFP Board began requiring a college education in In the early years for the first 25, CFP members, candidates could take the 5 courses and achieve certification without a comprehensive exam.
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We are here to help you feel more confident about your financial future. You deserve the best financial planning advice possible. My goal is to help you make smarter financial decisions along the way so you can stay on track for your personal life and financial goals. From retirement planning to tax planning this process shouldn't be stressful or overwhelming.
I will help you get your financial house in order, and more importantly, keep it that way through good times and bad. I strive to offer people like you an independent fiduciary financial planning experience. By having one trained professional leading your financial planning team, and coordinating all the moving parts, I believe your life will be much more enjoyable and simpler.
I will explain things in plain language so you understand why you are doing what is necessary to reach your specific goals.
Live for today and plan for tomorrow. I know many people hate thinking about anything financial. I strive to make this boring topic as fun and exciting as humanly possible. Even dragging in pop culture when necessary.
Published in the Huffington Post read more here: He is also quoted in the print media sevearl times per month. He also speaks on financial topics across the county thoughout the year."When asked to recommend books for new advisers, we often suggestGetting Started as a Financial Planner." - Investment Advisor "A must-read for emerging financial planners." - Advisor Today "For anyone entering the profession or transitioning to financialplanning from a related field, Getting Started as a FinancialPlanner is well worth reading.
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB), the international owner of the CFP mark outside of the United States.
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Whether you're starting out in life, beginning a family, running a business or moving towards retirement, these . Objective information about financial planning, investments, and retirement plans.
For most of us, financial mistakes are a rite of passage. Even the most successful people have a money-related regret or two (or more). As a financial planner in New York City, I've come to expect.