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If you experience any difficulty in accessing any part of this website, please feel free to call us at 415.354.5699 or email us at admin@lanningfinancial.com and we will work with you to provide the information or service you seek through an alternate communication method that is accessible for you consistent with applicable law (for example, through telephone support).

Posts Tagged "certified financial planner"

Don’t Try This at Home:  How to Build a Stable of Experts to Help with Financial Matters

Jul 05 2022

By Jessica Lanning, JD, CFP® July 5, 2022   There’s a line from the 1964 film Zorba the Greek, where Zorba (played…

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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