Sentences with phrase «certified as a financial planner»

If so, you could be a lawyer who decides to get certified as a financial planner or who decides to hire one or more into your firm.

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.

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

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

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.

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.

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 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..

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

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.

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

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.

A 60 - to 80 - hour work week is more the norm, as are working vacations, according to certified financial planner Doug Flynn of Flynn Zito Capital Management.

«Big national banks have armies of salespeople trying to sell portfolio management services to their customers, with sexy sounding names like «Private Client Services» and fees that start as high as 1.35 % or greater,» says Randy Bruns, a certified financial planner in Downers Grove, Illinois.

And it's not likely your bank will present any choices other than their own, says Allen Katz, a certified financial planner in Staten Island, New York, who previously worked in banks as a financial advisor.

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

We are both Certified Financial Planners (CFP) as well as Enrolled Agents (EA) with the Internal Revenue Service.

George is an attorney and Certified Financial Planner ™ and served as a Judge Advocate in the U.S. Navy for more than 20 years, including service in Newport.

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 workingfinancial 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 workingFinancial Planner ™ or Certified Trust and Financial Advisor designations, so you'll have a team of knowledgeable, experienced wealth planners and trust specialists workingFinancial Advisor designations, so you'll have a team of knowledgeable, experienced wealth planners and trust specialists working for you.

As I was doing some research on the Internet, I stumbled upon the website Wealth Mode Financial Planning run by Justin Chidester, a fee - only, Certified Financial Planner.

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).

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

As a CPA and certified financial planner, Helen knows all the ins and outs of the business world.

Massachusetts, USA About Blog As a CERTIFIED FINANCIAL PLANNER ™ Professional, Steve has been providing financial, tax, retirement and college funding advice for more than 20 years to individuals, families and business owners.

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

The new company will provide services to employers needing certification programs for employees and will help organizations that license and certify such professionals as architects and financial planners.

Dr. Stanley served as a top - rated main platform speaker for The American Bankers Association, Society of Certified Public Accountants, the Securities Industry Association, The International Association of Financial Planners, The Association of Estate Planners, and the Million Dollar Round Table.

I have worked as a CPA and Certified Financial Planner for over twenty years.

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.

«When incomes go up, expenses go up as well,» says Ayana Forward, a Certified Financial Planner with Ryan Lamontagne in Ottawa.

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.

«Trusts are really beneficial for people who have $ 500,000 as a minimum to invest for their child,» says certified financial planner and father of two Jason Heath.

In addition to being considered the attorney of choice for credit matters at companies such as Platinum Capital, Washington Mutual, Merrill Lynch and numerous law firms, Edward is certified by the State Bar of California and the California Department of Real Estate to provide continuing education and regularly conducts credit seminars around the country for lawyers, accountants, mortgage brokers, financial planners and real estate professionals.

«I think fee sensitivity plays a big part in investing and even moreso as awareness of investment costs is building,» says Jason Heath, a fee - only certified financial planner at Objective Financial Partners infinancial planner at Objective Financial Partners inFinancial Partners in Toronto.