Do you know the difference between a CPA and a CFU? How about a CFP and a CFA? If you’re going to get financial advice, these are letters you might want to know.
Posts Tagged Advisor
Local financial advisor pleads guilty
A Lee’s Summit financial advisor pleaded guilty in federal court to a $1.2 million wire fraud scheme.
Read more on KSHB-TV Kansas City
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How to Retire Happy, Wild, and Free offers inspirational advice on how to enjoy life to its fullest. The key to achieving an active and satisfying retirement involves a great deal more than having adequate financial resources; it also encompasses all other aspects of life — interesting leisure activities, creative pursuits, physical well-being, mental well-being, and solid social support. World-class author and innovator Ernie J. Zelinski guides you to: Gain… More >>
A personal financial advisor’s job description is providing financial guidance regarding savings and investments. Get a complete job description from a certified personal financial advisor in this free video on a career in financial planning. Expert: Janice Dunn Bio: Janice Dunn is a certified personal financial advisor in Eugene, Oregon. Filmmaker: max koetter
