CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...
If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...
Dreaming about life after work? Turn your dreams into a concrete, actionable plan by nailing down the why, what and how of ...
A perfect storm of favorable conditions created a rewarding landscape for investors. A buzz of cautious optimism continues ...
We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...
I am the only child of my father’s first marriage, my father had two children (one surviving) from his second marriage, and ...
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
Collectively, millennials are now worth about $15.95 trillion, up from $3.94 trillion five years earlier, according ...
These may include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Financial planning is a broader field than portfolio management.
And whichever team emerges victorious at Mercedes-Benz Stadium will go down as the first-ever champion of the expanded CFP. Ohio State already owns the distinction of being the first-ever CFP ...