Sentences with phrase «conducted by financial planner»

Some of the rationale you can find in a YouTube interview conducted by financial planner Rona Birenbaum.

Not exact matches

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.

A 2016 article published in the New York Times titled «Deciding if a Financial Adviser is Right for the Job» referenced an exercise conducted by the Certified Financial Planner Board of Standards in the United States.

When it comes to comprehensive financial plans, according to the 2012 Household Financial Planning Survey conducted by the Certified Financial Planner Board of Standards, «Overall, only about a third (31 %) of decision ‐ makers today report having ever put together such a plafinancial plans, according to the 2012 Household Financial Planning Survey conducted by the Certified Financial Planner Board of Standards, «Overall, only about a third (31 %) of decision ‐ makers today report having ever put together such a plaFinancial Planning Survey conducted by the Certified Financial Planner Board of Standards, «Overall, only about a third (31 %) of decision ‐ makers today report having ever put together such a plaFinancial Planner Board of Standards, «Overall, only about a third (31 %) of decision ‐ makers today report having ever put together such a plan.»