This is the hallmark planning credential, granted by the Certified Financial Planner Board of Standards. To receive this credential, the candidate must first have three years of financial planning experience and a bachelor's degree, or five years of financial planning experience. The candidate can also bypass the education requirement by holding one of the following designations: CPA, ChFC, CLU, CFA, Ph.D. in business or economics, or be an attorney (final exam must still be taken). After completing a final certification exam, the advisor must follow up with thirty hours of continued education every 2 years.
Certified Financial Planner Board of Standards (CFP-Board)
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I am a local, independent, CERTIFIED FINANCIAL PLANNER™ and specialize in growing and more importantly preserving wealth for my clients. As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child's college education or help support a loved one. In addition, you must.......
I have been licensed as a Registered Representative of a FINRA Broker Dealer firm since 1988. My current firm is National Planning Corporation. My licenses include those necessary to sell general securities, mutual funds, variable annuities and life insurance, traditional life and health insurance in California. My California Insurance License numb.......
John believes that security comes from keeping his clients informed. In addition to reducing risk and optimizing performance, John has made his life long goal to help his clients prevent costly financial mistakes. John believes selecting quality investments and preventing unnecessary risks & losses is the mark of a good advisor. John and the oth.......
Hargrave & Associates LLC is a California registered investment advisor. We offer fee-based financial advice to individuals and businesses. Financial planning and investment management are offered .......