These include the CFP (certified financial planner), the PFS (personal financial specialist) and the CFA (chartered financial analyst). Planners with these designations at least have a proven ...

These include the CFP (certified financial planner), the PFS (personal financial specialist) and the CFA (chartered financial analyst). Planners with these designations at least have a proven ...

or a personal financial specialist (PFS). All three are board-certified professionals that have taken about a year of relevant coursework, passing a licensing exam and background check.

Should you get a financial specialist to help with your divorce ... taxes, retirement, personal finance and more - straight to your e-mail. Profit and prosper with the best of expert advice ...

Certified Public Accountant\/Personal Financial Specialist (CPA\/PFS), Chartered Financial Analyst (CFA) and is a Certified Financial Planner certificant. Sue was an award-winning professional ...

But they are still regarded as investment management specialists ... are also fee-only fiduciary financial advisors.

They can advise on saving, investing, estate planning and financial strategy. Personal financial specialist: These ...

the New York State Society of CPAs, the Financial Planning Association, and currently, volunteers on the AICPA’s Personal Financial Specialist Credential Committee.

In an effort to provide low-cost, technology-infused financial solutions to the Millennial generation (loosely defined as those born between 1982 and 2004), dozens of new robo adviser platforms ...

Some financial advisors have in-house tax specialists, but at other times ... relationships with their CPA that can be just as personal as their relationship with a financial advisor.