Sentences with phrase «experience as financial planner»

Proven experience as financial planner or similar role; experience in sales or customer service is an asset

Roger is a fee - only financial advisor who started to blog to share his knowledge and experience as a financial planner.

Not exact matches

Having a financial planner, CPA and bookkeeper on your roster (or as contractors) means you're getting all the expertise and experience from someone who is competent in the field.

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.

Further to acting as President, Joe is also the Pure Financial's advanced planner with extensive experience in estate planning, advance tax planning, portfolio analysis and investment management.

For all these reasons, experienced financial planners (including Wealthsimple) suggest that most people invest the full amount allowable by the government in their RRSPs — or as much as they can afford.

What Wealthsimple offers American investors is robust socially responsible investment offerings, as well as halal investing products, which comply with Islamic law; free tax - loss harvesting, which is ideal for investors with large taxable accounts; clear pricing; stripped - down, beginner - friendly customer experience (earning the «simple» in Wealthsimple's name); and unfettered access to financial planners.

Brett Wilder «is a Certified Financial Planner ® with over forty years of professional experience as a personal and business financialFinancial Planner ® with over forty years of professional experience as a personal and business financialfinancial adviser.

Immediately after joining us as a client here in Motley Fool Wealth Management, you'll be given the opportunity to schedule a complimentary one - on - one onboarding phone session with one of our highly experienced financial planners.

That experience and his 10 years as an engineer designing processes brings a level of critical thinking and detail that made him an ideal candidate to be a founding staff member and Financial Planner with Pure Financial Advisors.

The stories in the book mostly stem from the author's experience as a financial advisor / planner in Maryland.

In my twenty years of experience as a lawyer who does estate planning as part of his practice and teaches lawyers, financial planners and paralegals about the topic, I find that the increased litigation costs associated with a do it yourself will (on average) is about ten times as large as the savings associated with doing it yourself.

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

Wish to work in a goal oriented organization as a financial planner, where I can utilize my 10 years of experience for the success of the company.

I am seeking for a getting an opportunity in a prestigious financial firm or organization where my experience and skills as a financial planner can be utilized positively in achieving the objectives and business goals.

exceptional strong operating and corporate financial experience and am considered a creative planner, implementor of those plans, team player, as well as a problem solver.

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

Results - oriented professional, poised to leverage education and experience toward launching a successful career as a Financial Planner.

Professional Profile Self - motivated individual with a desire to leverage college - level finance education, significant leadership abilities, customer satisfaction success and related internship experience as a planner in the financial services industry.

For financial professionals, the criteria include an appropriate credential such as Certified Public Accountant, Certified Financial Planner, Certified Divorce Financial Planner, plus experience working in the divorfinancial professionals, the criteria include an appropriate credential such as Certified Public Accountant, Certified Financial Planner, Certified Divorce Financial Planner, plus experience working in the divorFinancial Planner, Certified Divorce Financial Planner, plus experience working in the divorFinancial Planner, plus experience working in the divorce field.

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 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 financial concerns they may be experiencing in order to achieve the lifestyle they envision.

You and the other members of our Collaborative Divorce team, benefit from my more than 25 years of professional experience as a Certified Public Accountant (CPA), Financial Planner - Personal Financial Specialist (PFS) with the added specialized training as a Certified Divorce Financial Analyst (CDFA) professional.

Although it is not the mediator's job to give advice to the parties, he or she has the training to identify the importance of money matters and the experience to know what to do about sorting them out — and he or she will also know when to contact another professional (such as a forensic accountant, business valuator, or financial planner) if the parties need additional help and guidance.

He also has extensive experience in the business world, as a financial planner.

As a REALTOR ® and certified financial planner, I've seen, experienced, and advised portfolio balance during good and bad times.