Sentences with phrase «as certified financial planner»

He holds a real estate salesperson license as well as a designation as a Certified Financial Planner.

As a certified financial planner in the US as well as in Australia, I've been doing real estate for 30 - plus years.

A neutral financial specialist, preferably trained as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), trained as a Certified Divorce Financial Analyst (CDFA), assists in understanding and assessing the family's financial circumstances and provides guidance and education in budgeting, tax issues, implications of proposed settlements, using financial data to promote discussion and settlement.

SCPG utilizes a financial professional who has been licensed as a Certified Financial Planner (CFP), a Certified Public Accountant (CPA), and / or a Certified Divorce Financial Analyst (CDFA).

They also recognize the advantages of working with a neutral financial professional such as a Certified Financial Planner or Certified Divorce Analyst, especially when there are important assets or property involved as part of the financial settlement.

As a Certified Financial Planner (CFP), I can work with divorcing couples either as a neutral financial advisor or as an advisor to one spouse if that is needed, to resolve financial issues that arise during the divorce process.

As a Certified Financial Planner ® professional, Holly helps clients navigate through various life stages and financial concerns they may be experiencing in order to achieve the lifestyle they envision.

In the objective, refer to yourself as a certified financial planner with vast customer service experience or as a CPA with advanced management training.

Career Summary: Worked as a certified financial planner with 14 years of experience with multinational financial institutions.

As a Certified Financial Planner, I work with all sorts of people to help them better understand their finances and what I see time and time again are that we are a generation of under - savers and over-spenders.

Consider working with an accredited financial professional for hands - on help, such as a Certified Financial Planner (CFP) or Certified Public Accountant (CPA).

As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning.

As a Certified Financial Planner Joshua covers a myriad of personal finance and investing topics.

Why we like it: As a Certified Financial Planner, Conway knows that how we react to money is just as important as what we spend it on.

Eventually I became one of the few journalists to qualify as a Certified Financial Planner, though I didn't plan to make a living at it.

As a Certified Financial Planner, Hutchinson has seen this real life Michelle and Robert situation, when a client's finances were affected because the spouse who had agreed to pay the remainder of the loan in her name became unhappy with the rest of the divorce process and stopped making payments.

He is expected to earn designation as a Certified Financial Planner within the next 12 months.

Sandra has lived on Beacon Hill for over a decade, has an adorable son, and, as a certified financial planner, is professionally passionate about helping women find their financial confidence (AWESOME).

All of our trust and financial professionals hold advanced degrees and / or certifications, such as Certified Financial Planner ™ or Certified Trust and Financial Advisor designations, so you'll have a team of knowledgeable, experienced wealth planners and trust specialists working for you.

Tracy has earned the financial industry's top credentials as a Certified Financial Planner ™ (CFP ®) and Chartered Financial Consultant (ChFC).

One of most gratifying parts of my job as a Certified Financial Planner is helping people of all ages get...

Your motivator could be a professional, such as a certified financial planner or an accountant.

Jeff Rose, from GoodFinancialCents.com, uses his blog to build up his authority as a certified financial planner, driving traffic and income to his business.

As a certified financial planner, I have to admit I didn't buy a lottery ticket — the odds just aren't good enough for my money, or anyone's for that matter.

«If you do not want to read the employee handbook, hire someone, such as a certified financial planner to do it for you.»

Our goal as Certified Financial Planners is to provide personalized financial advice and comprehensive solutions to help you reach your short and long - term objectives.

Our goal as Certified Financial Planners is to provide personalized financial advice and comprehensive solutions to help you reach your short and long - term objectives.

Our goal as Certified Financial Planners is to provide personalized financial advice and comprehensive solutions to help you reach your short and long - term objectives.

Not exact matches

A certified financial planner, Yeske is managing director at wealth management firm Yeske Buie and holds an appointment as Distinguished Adjunct Professor in Golden Gate University's Ageno School of Business.

Many of the top advisors in the industry have designations such as certified public accountant (CPA), certified financial planner (CFP), certified fund specialist (CFS), chartered financial consultant (ChFC), chartered financial analyst (CFA), chartered life underwriter (CLU) and / or juris doctor (JD), and carry their Series 7, 24, 51, 63, 65, 66 and insurance licenses.

Clients are unaware that they should keep their overall debt ratio — as well as within each credit account — below 30 percent of their credit limits, said Paul Stagias, certified financial planner with Francis Ffinancial planner with Francis FinancialFinancial.

Financial planners are scrambling to get certified as retirement - income specialists who can steward customers through 20 or 30 years of retired life.

Indeed, the general consensus among certified financial planners surveyed appears to be that a disciplined commitment to rebalancing their client portfolios back to target allocations is about as tactical as they want to get.

«When it comes to retirement, it is so important to get that money out of the retirement accounts as tax - efficiently as you possibly can,» emphasize Gary Plessl and Kevin Houser, certified financial planners and managing partners of The Houser and Plessl Wealth Management Group.

Lewis Altfest, certified financial planner and CEO of Altfest Personal Wealth Management, also is leery of viewing collectibles as investments.

As an entrepreneur and a Certified Financial Planner, I'd encourage anyone who doesn't have a freedom fund to consider its power to help you run your business better.

As rates rise, it might be better to hold individual bonds instead of bond mutual funds, said James Shagawat, a certified financial planner with the Baron Financial Group in Fair Lawn, Nefinancial planner with the Baron Financial Group in Fair Lawn, NeFinancial Group in Fair Lawn, New Jersey.

The first thing to emphasize with clients, said Roger Ma, certified financial planner and founder of financial planning firm lifelaidout, is not only their new home state's income taxes — if there are, indeed, any — but all its other taxes, such as property taxes, sales taxes, inheritance and estate taxes.

«There's no such thing in my mind as such a large inheritance that you never need to think or worry about money again,» said Susan Bradley, a certified financial planner and founder of the Sudden Money Institute in Palm Beach Gardens, Florida.

Taxes are an important consideration, as well, when developing a retirement budget, said Bob Adams, a certified financial planner with Armstrong Financial financial planner with Armstrong Financial Financial Planning.

«A lot of it comes down to time and convenience, and what's best for you as a consumer or business,» says Jeffrey Hausinger, a Certified Financial Planner and senior financial adviser with Merrill Lynch in TamFinancial Planner and senior financial adviser with Merrill Lynch in Tamfinancial adviser with Merrill Lynch in Tampa, Fla..

Michael Goodman, a certified financial planner, said that many of his clients who feared the worst about their new tax situation, were pleasantly surprised to find that it was not as bad as feared.

It's important to focus on what you can do today as well as down the road, said Douglas Boneparth, a certified financial planner at Life and Wealth Planning in New York City.

Blandin has been active on several national boards, including the Jump $ tart Coalition for Personal Financial Literacy as vice president of the board of directors and the Certified Financial Planner Board of Standards as a member of the CFP Board of Governors and chairman of its national Consumer Advisory Council.

He went on to earn the Chartered Accountant designation in 1996, the Certified Financial Planner designation in 1999, as well as the Certified Investment Management Analyst designation in 2005.

In the still - growing storm of protest, accountants, economists, and certified financial planners across the land have decried the government's logic as being deeply flawed and have categorically refuted the underlying assumptions.

Elissa's significant role in merging the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) to form the Financial Planning Association, her contributions as a thought leader to the advancement of the profession through her writing, presenting, and teaching, and her contributions to society and the profession through her work at the Foundation for Financial Planning were highlighted as she received the award.

«We're at this critical point where if we don't understand where our money goes, we will feel less and less in control of our finances as the years go on,» says Pam Capalad, a certified financial planner (and millennial), who owns Brunch & Budget in New York.

Good savers start early, say Janet Stanzak and Kristin Garrett, certified financial planners who started their firm Financial Empowerment as a way to help people kick bad money habits and develop betfinancial planners who started their firm Financial Empowerment as a way to help people kick bad money habits and develop betFinancial Empowerment as a way to help people kick bad money habits and develop better ones.

Also, I can not give you official investment advice because I am not an investment adviser registered with the SEC and I am not a CFP (certified financial planner), so if you watch the videos and you see me trading a certain ETF or stock please do not interpret it as a recommendation.