#CertifiedFinancialPlanner
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readersmagnet · 3 months ago
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Wilbert Guilford Jr., a Certified Financial Planner and Certified Public Accountant with 35 years of experience, offers comprehensive financial planning services at guilfordtaxman.com. With a Bachelor of Administration and a Master's in Accounting, he has served in various roles in the Air Force Reserves. Guilford is the author of "Financial Planning for the 99%" and can assist in achieving financial goals, saving taxes, and making informed business decisions.
Don’t let the system hold you back. Get your copy of Financial Planning for the 99% today, and empower yourself with the knowledge you need to secure your financial future. Visit https://guilfordtaxman.com/ to learn more.
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the-wealth-mindset · 28 days ago
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Unlock Financial Freedom with a CERTIFIED FINANCIAL PLANNER™ Professional
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What it means to become financially independent is one thing because FI is not going to look the same for everyone. Helping you to prepare for the future is what you get by working with a professional who holds the CERTIFIED FINANCIAL PLANNER™ certification today. They help with issues ranging from retirement and tax to investing and from there, they are able to fashion financial solutions that are tailored to your goal/needs, within the means of an effective strategy. Why do I need a financial planner? 1. Customized Strategy: Get a financial plan that will detail a person’s current situation and plans towards their future. 2. Tax Efficiency: Enjoy approaches to reduce tax and enhance saving. 3. Secure Retirement: A planner will assist you make decisions on saving for a quality retirement life. In charge of your own financial life through every stage, the financial experts will guide you.
Read more: Financial freedom financial planner professional
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nirajnanal · 3 months ago
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The New Budget has thrown many surprises at taxpayers. Want to get enlightened about the new changes made by FM in the recent budget then we welcome you to a webinar with CA Milind Phadke
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fintramglobal001 · 4 months ago
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Benefits of Doing CFP? : Hear it from Brig. Ved Prakash (CFP)
This video explores the exciting journey of Brig. Ved Prakash, a CFP professional. shares her insights on why he chose to pursue CFP certification and how it has helped his career. he also discusses the CFP Preparation Standpoints. The video provides a comprehensive guide for individuals to become proficient financial planners. There are many different paths you can take to get the CFP designation, and he will cover all of them in the video. He also reviews the major shortcuts that exist to earning the CFP.
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anthonyfallahi · 6 months ago
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Anthony Fallahi on Merchantcircle
Anthony Fallahi is a professional Certified Financial Planner dedicated to providing valuable financial advice.
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acca-subjects · 9 months ago
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Welcome to our exclusive interview with Dr Naela Jamal Rushdi as we delve into the world of financial planning and discuss the pathway to achieving the prestigious Certified Financial Planner (CFP) Certification! 📊✨ In this enlightening conversation, Dr. Naela Jamal Rushdi, a seasoned financial expert and CFP professional, shares invaluable insights into the significance of obtaining the CFP Certification and its transformative impact on your career in the financial industry. Thank you for watching this video! If there are any video suggestions that you would like us to make, please drop them in the comments. LIKE, SHARE, and SUBSCRIBE! 🔴About FinTram Global: FinTram Global is a leading learning platform, transforming professionals worldwide and enabling them to learn anytime and anywhere. We are the house of Global Professional Educators and our Finance domain expertise stands apart. We are the Global learning provider for ACCA, IFRS, US CPA, CFP, EA , US CMA and various CPE Courses. We have also an Authorised Education Provider for FPSB India, an Approved Channel Partner for Becker Professional Education – USA and the Gold - Approved Learning Partner with ACCA UK.
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usnewsper-business · 8 months ago
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Caution: Spotting Fraudulent Financial Influencers on Social Media - Tips for Trustworthy Advice! #accessibility #caution #certifiedfinancialplanners #credibility #digitalage #Duediligence #falseinformation #financialinfluencers #fraudulentactivities #legitimate #redflags #regulation #reliability #socialmedia #verify
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I want to thank Mark Dickson for his testimonial. This is what he said, "Wayne is a passionate, well educated, advisor who cares about his clients." Having a financial coach will help you reach your goals. I work hard to get my clients the best return for their investments and provide outstanding coaching and expertise. Call me at 519-220-0557 for more details. https://bit.ly/38Ne74w
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strongboxwealth · 4 years ago
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Want a quick, fast, easy way to find the best financial advisory service? Start your search today. Lee's Summit city financial advisors & financial planners wealth management services serving 3470 NE Ralph Powell Road, Suite A, Missouri 64064. StrongBox Wealth team specializes in helping organizations manage major transitions and accounting issues, while mitigating threats that can pose significant risks. You just call at (816) 607 5410.
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To be a better #InvestmentAdvisor or #FinancialAdvisor, you need to do more than manage money. You need to be great at #Management relationships.
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hardingfinancialgroup · 2 years ago
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Harding Financial Group
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Harding Financial Group
608 Office Parkway, Suite A, Westerville, OH 43082
614-515-4722
The Harding Financial Group is a boutique wealth management firm in Westerville Ohio. Our CFP® professionals provide an elevated financial planning experience and provide objective advice to optimize all areas of our clients' financial health: stock and investment management, retirement planning, estate planning, tax planning and risk management. We are fee-based Certified Financial Planner™ professionals compensated based on assets under management. By not being incentivized to sell products to earn commissions, conflicts of interest are eliminated, allowing us to always work in our clients' best interest as their fiduciary financial advisor. The Harding Financial Group was founded on the belief that the quality of our services and our clients' experience are paramount to our success as a financial planning company in Columbus Ohio. We pay attention to the fine details to deliver consistent value to our clients and truly elevate their financial advisory experience. We take a multi-generational approach to planning, so not only do we work with you, we also work with your family and beneficiaries to ensure the appropriate transfer of your assets to the next generation in a tax-efficient manner. Schedule a free wealth management consultation at https://www.hardingfinancialgroup.com/ or call us today 614-515-4722.
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ronalddavis · 3 years ago
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Many FIRE enthusiasts do not own cars and carry zero debt to grow savings in IRAs and exchange-traded funds. When they retire, they withdraw their savings and dividends from their shares after about ten years of that lifestyle.
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valleyvaluations · 3 years ago
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Elaine's Valuation | Undercover Billionaire
In the season finale of #UndercoverBillionaire, Elaine Culotti pitches her case to the valuators. Will they agree that she’s created a business worth almost two million dollars?
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postaresume · 3 years ago
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Expert Talk Series Live Session on this Friday, 26th Nov, 2021 at 5 PM. This week our guest is Milind Kohmaria who is Certified Financial Planner & a Chartered Wealth Manager. He will speak on "Financial Planning for Investors & Aspirants". We will also attend a live Q&A. You can also submit your questions in the comments of this post as well. Do join our us for Live Notification on Friday 5 pm on https://bit.ly/expertalksession⠀ ⠀ #ExpertTalk #FinancialPlanning WealthManagement #MilindKohmaria #postaresume #VipulMMali #LinkedInlive #LiveChat #careertips #expertguidance #vipulthewonderful #helpinghand #facebooklive #youtubelive #CharteredWealthManager #CertifiedFinancialPlanner #careerasfinancialplanner #BombayStockExchange #BSE #NSE #NationalStockExchange https://www.instagram.com/p/CWn7VyCNgpj/?utm_medium=tumblr
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anthonyfallahi · 2 years ago
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https://www.scribd.com/document/618186832/Anthony-Fallahi-Certified-Financial-Planner
Anthony Fallahi - Certified Financial Planner Anthony Fallahi obtained a bachelor's degree in finance at the University of Utah in Salt Lake City.
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sauravthefinancecoach · 3 years ago
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You may call it overnight success but it took me 30 years to reach here...... #bankingandfinance #certifiedfinancialplanner #certifieddivorcefinancialanalyst #stockmarketinvesting https://www.instagram.com/p/CVdQ_5gP2DcJMlHFXIEWyNEsWsVIWK3EGJnpoM0/?utm_medium=tumblr
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