Certified Expertise For Your Financial Freedom Navigate Your Financial Future with a Recognized Industry Leader At Black Wealth Financial, your financial success is personal to us. Our founder, a certified fiduciary with over 14 years of expertise, has first hand experience with financial challenges ...
Financial security does not happen by accident. It is a complicated task and those who try to manage personal or business finances without proper guidance frequently do so without success. Whether it is because of a lack of expertise, time or resources, going it alone usually results in a was...
Personal CERTIFIED FINANCIAL PLANNER™ Founder of Prominent Financial Planning LLC Certificate of Financial Planning from Northwestern University Chartered Retirement Planning Counselor from the College for Financial Planning Enrolled Agent from the IRS ...
1. The Certified Financial Planner™ designation is the gold standard for advisors in the financial planning industry. All CFP® professionals have met rigorous educational and training requirements. This means you will work with an experienced advisor with a deep understanding of the many financial...
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CERTIFIED FINANCIAL PLANNER®Professional Who isalsoa Fiduciary Advisor James Lorenzen, CFP®, AIF® The purpose of financial planning is to develop objective wealth management strategies to arrange resources in a way that is consistent with your personal values. Success is not measured in perform...
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Personal Financial Specialist (PFS)CERTIFIED FINANCIAL PLANNERTM professional Life Experience: Brian has been serving small business owners and individuals as a Licensed CPA since 2004. He began working in public accounting in 1999, the same year he met his bride to be, Carrie. Brian has decades...