certified financial planner

person
1 mentions 1 recordings first heard Jan 2023 last heard Jan 2023 ±0 this week

Professional who provides financial planning advice to clients

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Rick ParryShared Lunch · Could Claude become your financial adviser? · 21:26 · today
…Um and if you think about like there's there's this minimum standard we've got at the moment, the kind of pinnacle is what's called a certified financial planner.…
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Cheryl Winokur MunkWSJ Your Money Briefing · Which Debt Is Actually Good to Hold Onto? · 4:41 · Jan 2023
…So I spoke to a certified financial planner who had met with a couple in their 40s, and they had extra cash flow of $2,000 a month and had been using it to pay down their 3% fixed rate mortgage.…
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