Mesirow, an independent, employee-owned financial services firm, today announced that Gary Pattengale, CFP® has joined ...

M.P.S. in Wealth Management alumnus and course associate Miles Sharpe explores the evolving wealth management landscape and highlights how graduate education and inspiring teaching foster lifelong ...

Kevin Keller prides himself on the growing public awareness of the CFP mark while warning that his successor is likely to ...

Zaneilia Harris, a certified financial planner at H&H Wealth Management in Upper Marlboro, Maryland, says she pursued the CFP credential to enhance the services she could offer to clients.

Allison Kvikstad, CFP®, CDFA®, has joined Beacon Pointe Advisors as a Partner and Managing Director. Formerly a Senior ...

As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to ...

Duquesne University launches Financial Planning Track in Fall 2025. Students gain resources from Duquesne's Investment ...

CFP Certification opens doors to diverse career opportunities across financial services and wealth management sectors. CFP ...

a wealth advisor can help you navigate the complexities of wealth management. As a base point, qualified advisors may hold a CFP, CFA, ChFC and/or CIMA designation. Once your portfolio has ...