What it means to be a Certified Financial Planner CFP®

Paul FennerPersonal Finance

I wanted to articulate in broad terms what some of the designations that I carry at TAMMA mean and how those may impact those who choose to work with TAMMA.  Not every wealth or financial advisor is a CFP®.  And believe it or not, not all people in the financial industry are required to be a Fiduciary. What it means … Read More