There was a time when I didn’t think I needed a financial advisor. For one thing, I’m not a stranger to investing. I’ve ...

Certification is a globally recognised credential that signifies expertise in financial planning CFP Certification equips ...

Through this program, which began last semester, CSUF students meet one-on-one with a peer mentor, a fellow student, to ...

Financial planning starts with self-awareness. Define what wealth means to you and align money with your values to take control of your finances!

How Stephanie McCullough, Founder & Financial Planner of Sofia Financial, is talking to her clients about building confidence as a female investor.

The global body overseeing the CFP mark hails milestone year, with the US accounting for most of the 230,000 plus planners ...

FP Alpha is a powerful tool for financial advisors, filling critical gaps in tax, estate, and insurance planning. It ...

The number of CFP professionals grew globally last year by 3.1% to 230,648, reflecting the demand for financial planners, according to the Financial Planning Standards Board (FPSB). The percentage ...

Evan Schmidt and Dominic Hubert of Schmidt Financial Mgt. are recognized as Top Advisors by Investment News for managing ...

Financial advisors and accountants are both financial professionals who assist clients with different aspects of their financial lives. While both jobs involve financial analysis, there are ...

The wealth gap has been increasing since 1992. By 2022, Black households held only $15 of wealth for every $100 held by white ...