Items Tagged with 'CFP'


Take another look at the CFP designation

April 12, 2013
In a recent article by Pat Evans (“Some advisors eschew the CFP, April 8), stockbroker Jaime Westenbarger was quoted as saying that he has not earned the Certified Financial Planner certification because “it doesn’t reflect what most people are looking for in a financial advisor.” Read More

Some advisors eschew the CFP

April 5, 2013
Accountants have CPAs and financial planners have CFPs. Read More