Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...
The CFP Board is looking to find a successor for Kevin Keller, who will retire in April after serving as the CFP Board’s CEO ...
Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...
19hon MSN
This is Americans' top money fear, financial planners say. Is it harming your money choices too?
A new CFP Board survey found that politics is Americans’ top money-related fear (46%), outranking inflation (39%), market ...
Are you feeling a little ‘meh’ about your current financial adviser, but aren’t sure how to proceed? Here’s how you should ...
2mon
Marquis Who's Who Honors Shawn Martin Perkins, CFP(R), AWMA(R), for Expertise in Financial Planning
UNIONDALE, NY / ACCESS Newswire / January 6, 2026 / Marquis Who's Who honorsShawn Martin Perkins , CFP®, AWMA®, for his ...
A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...
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