Christy is a Certified Financial Planner specializing in estate and business planning. She began her career in a boutique, fee-based financial planning firm whChristy Brown
What does a certified financial planner do? Financial planners who earn a CFP certification must demonstrate proficiency in risk management, investment, tax, retirement, income and estate planning [2]. This means that they can work with clients to provide comprehensive services across a broad spectru...
1. Understand Your Own Financial Needs You are unlikely to be successful if you do not have a goal in mind with which to measure your progress. Are you interested in advice to plan your estate, invest your savings, or protect your property against risk? Most people have a variety of fina...
Lestna Retirement is a CEFEX-certified fee-only wealth management fiduciary advisor dedicated to realizing your financial aspirations and safeguarding your legacy. Our solutions encompass wealth protection, estate planning, investments, charitable giving
American Academy Academy of Financial Management - CWM Chartered Wealth Manager Master Financial Planner Certified Risk Analyst Chartered Portfolio Manager Registered Financial Specialist Financial Analyst Designation Trust Estate Planner- MMC Master Man
COLORADO SPRINGS, Colo., Dec. 12, 2023 (SEND2PRESS NEWSWIRE) -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, grante
For instance, if you need a lawyer or financial planner, a local CPA can probably refer you to a reliable person or firm near your home. If you’re running a business, a local CPA will likely have a good feel for your area’s business environment as well (most CPAs are small ...
Golden Financial Services, a registered investment advisor, is a private, fee-based financial services firm founded by Craig Krespach, a CPA (Certified Public Accountant) and CFP (Certified Financial Planner practitioner). We are located in Portsmouth,
Certified Financial Planner™ (CFP®) recognizes individuals with financial planning, taxes, insurance, and estate planning expertise. Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the designation is awarded to those who complete the CFP Board's initial exams and ...
Chartered Senior Financial Planner (CSFP) Issued by the Association of Chartered Senior Financial Planners, the CSFP designation trains recipients in advanced retirement and estate planning strategies. To take the exam, trainees must have two years of insurance experience, two years of securities experie...