Tag: CFP
Feb 12, 2024
If you’re looking for a financial advisor, one of the first things you may notice is the array of letters behind their names. (For example, mine include MS, CFP®, CFT-I™, and CeFT®.) Chances are you don’t know what all these designations mean, and your eyes may glaze...
Jun 13, 2022
If you learned that your financial planner had their own financial planner, would you be concerned? Would you see it as a confession of incompetence or a sign of confidence and wisdom? Years ago, when I told my clients that I had a financial planner, their reactions...
Mar 23, 2020
"Fee-Based" Does Not Mean Fee-Only AdvisorWatch this video on YouTube In a move that has bewildered many CFPs, the CFP Board of Standards just took a giant step backward in transparency. It chose to no longer inform consumers searching for a CFP of...
Sep 30, 2019
Look Beyond CFP To Find Financial PlannerWatch this video on YouTube I have long recommended that consumers look for a Certified Financial Planning (CFP) certificant when shopping for a financial planner. But don’t stop there. A CFP is no guarantee that someone...
Jun 12, 2017
Financial Adviser Designations Do MatterWatch this video on YouTube If you’re in search of financial advisers, pay attention to the designations behind their names. For a financial planner, look for a CFP (Certified Financial Planner), ChFC (Chartered Financial...
