Jerry graduated from the University of Louisiana Lafayette in 1982 with a degree in Finance. He began his finance career immediately, by working with New York Life, where he worked as an agent and registered representative for 21 years. He then began studying for a certified financial planner ...
Thinking of becoming a financial planner? University of Georgia offers online training courses to become a Certified Financial Planner (CFP).
I’ve always enjoyed working with numbers and managing money. At an early age, I remember developing budgets for myself, tracking my spending as best I could to make sure I saved enough for something I really wanted to buy. That knack for tracking finances blossomed into a degree in finan...
Although many near-term retirees have some degree of control over the precise timing of their retirement, more are electing to either extend their careers or to enter in to a new career rather than settle into full-time leisure. This choice is always out of necessity as many prefer to stay...
Each of our financial advisors is a Certified Financial Planner™ (CFP®). One Degree Advisors was founded with the simple idea of providing excellent advice in the best interest of the client. Case Studies Retirees Robert & Linda AGE: ...
Available Training Options For Earning Your Certified Financial Planner Designation CFP Board Registered Courses - Meet the Educational Requirement Certificate in Financial Planning - Online On-Demand Review Courses CFP Review Courses - Live, On-Demand, or Self-Study ...
Independent Certified Financial Planner. Improving financial lives through holistic, transparent, and simple planning. E W Wealth Management
Helen holds a bachelor degree from USC’s Marshall School of Business and an MBA with a concentration in finance from Loyola Marymount University. She has been awarded the CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards and theCertified Divorce Financial Analyst®(CDF...
We understand the high degree to which our clients depend on us to do what is right for them, and we believe that we are legallyand morallybound to keep their needs first. Because we are independent and unbiased, we have access to a wide menu of products and strategies. This independence...
Generally, career transitioners have at least a bachelor’s degree in a related field, such as finance or business. It may also be beneficial to begin with gaining your Certified Financial Planner certification. And while every person’s journey is different, these two tasks could be a...