Financial advisors can earn several professional designations and certificates, and two of the most popular are the chartered financial consultant, or ChFC, and certified financial planner, or CFP.

Everyone has a different approach to retirement planning, which makes sense considering one person's needs and goals are ...

Don't sabotage a long and happy retirement. See what a financial advisor has to say about avoiding common budgeting mistakes.

If you are in your 20s or 30s and making $150,000-plus a year, your financial planning needs are more advanced, and need more attention, than the average Millennial.

Tommy Thompson has earned the CFP® (certified financial planner) certificate and the ChFC® (chartered financial consultant) designation. In 2022, he earned the ChSNC® (chartered special needs ...

This recognition was highlighted by the firm being named to Forbes’ 2024 list of America’s Top RIA Firms and CEO James Bogart, CFP®, ChFC® being selected as one of Barron’s Top 100 Independent ...

When Abby Morton wanted to switch from a career in corporate finance to one in personal finance, she decided to get her certified financial planner designation. She went to Utah Valley University ...

Delivered daily. Enter your email in the box and click Sign Me Up. Tom Ruggie, ChFC®, CFP®, founded Destiny Family Office, a Destiny Wealth Partners firm, to help clients manage the increasing ...

McBeath Financial Group is pleased to announce the addition of Clark Purdy, CERTIFIED FINANCIAL PLANNER™, to its wealth management team, highlighting the firm's commitment to expanding and enhancing ...

Barry D. Flagg CFP®, CLU, ChFC, GFS®, AEP® is the inventor and founder of Veralytic, the leading online publisher of life insurance pricing and performance research and product competitiveness ...

In addition to his CFP® designation, Clark is also a Chartered Financial Consultant® (ChFC®), and he has passed the SIE, Series 7, Series 66, and Life & Health Insurance exams, reflecting his ...