Posts Tagged "certified financial planner"

Sorting Among Money Managers and Wealth Managers

Jun 07 2010

There are “financial planners” that hold themselves out as “money manager” or “wealth managers” or “Certified Financial Planner Professionals” or the like. …

Regulation and Feeling Safer

Apr 27 2010

To some extent this post is a personal rant, so if you want to just ignore it, no hard feelings.  You might…

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