In short, a financial planner is an individual who advises clients on their personal finances. The CERTIFIED FINANCIAL PLANNERâ„¢ certification is the standard of excellence in financial planning.
Financial advisor Jeff Impey, CFP ®, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial with $130 million in assets in Roseville, California. Impey joined ...
The certified financial planner, or CFP, designation is often considered the standard of excellence for financial planners. It's a mark of an advisor's commitment to providing the best holistic ...
We then compared the number of affluent households with the number of CFPs in the state. Across the U.S., there are about 120 ...