Sentences with phrase «certified financial planner since»

Drew Horter has been in the financial services industry for 31 years and a Certified Financial Planner since 1986.

Certified Financial Planner since 1989 and Vice President of Ethics for the Long Island, FPA.

Not exact matches

Having worked at traditional financial planning firms since 2007, certified financial planner Sophia Bera quit her job in mid-2013 to launch her own company, Gen Y Planning, catering to millennial investors.

«Gaps are certainly of special concern to those considering early retirement, since they are eligible for Social Security benefits at 62, but must wait until age 65 to receive Medicare,» said Kimberley Foss, a certified financial planner and founder of Empyrion Wealth Management.

«I think it's a business model that will appeal to people since it complements robo - advisor investment services,» says Birenbaum, a certified financial planner who founded the firm Caring for Clients almost two decades ago.

I have been a financial advisor since 1985 and I became a Certified Financial Planner ™financial advisor since 1985 and I became a Certified Financial Planner ™Financial Planner ™ in 1994.

Heather Franklin, a certified financial planner in Toronto, also notes that since a lot of millennials aren't in the market for real estate, they really don't have an opinion on the foreign buyers tax at all.

Rousseau has a fine asset mix for a long - term strategy, but Janet Gray, a certified financial planner, feels he needs to be thinking short - term since has plans to use that money within the next five years.

A financial advisor since 2001, Jeff become a Certified Financial Planner practitioner in 2007 after serving in Iraq with his National Gufinancial advisor since 2001, Jeff become a Certified Financial Planner practitioner in 2007 after serving in Iraq with his National GuFinancial Planner practitioner in 2007 after serving in Iraq with his National Guard unit.

Natalie Leininger, CFP ®, CDFA is a Certified Financial Planner ® in practice since 1989 and a Certified Divorce Financial Analyst since 2000.

Rod has held the Certified Financial Planner certification since 1986.