Are you searching for certified financial planner near me in Google? Then, we recommend going through our guide on how to find a financial advisor for ultra-high net worth families with $10 million and more in investable assets.
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Strategies For Families Worth $25 Million To $500 Million
The Art of Protecting Ultra-High Net Worth Portfolios and Estates
The insights you’ll discover from our published book will help you integrate a variety of wealth management tools with financial planning, providing guidance for your future security alongside complex financial strategies, so your human and financial capital will both flourish.
Clients frequently share with us how the knowledge gained from this book helped provide them tremendous clarity, shattering industry-pitched ideologies, while offering insight and direction in making such important financial decisions.
The pandemic has caused havoc in the financial markets. Certain existing frameworks and theories about asset allocations have been turned upside down. The daily news about stock market volatility has made a lot of people anxious about their portfolios. After all, bear markets tend to destroy retirement savings and inheritance money.
Amidst the volatility, personal finance professionals have the challenge of convincing their clients to stick to their plan and not let emotions get the better of them.
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Investors are asking their financial advisors questions about risk management strategies and steps taken to protect assets. The pandemic has led, according to a survey conducted by the CFP Board, to an increase in queries and interactions between investors and their CFPs. But, before we think about financial planning and asset allocation, ask yourself one thing, what is CFP?
What is CFP?
CFP stands for a Certified Financial Planner. It is a designation awarded by the Certified Financial Planner Board of Standards, Inc. (CFP Board) to those individuals who successfully pass the CFP Exam, have formal educational qualifications, have relevant work experience, and demonstrate professional ethics.
To better understand what is CFP, we need to know what a CFP does. A CFP guides individuals on all aspects of their financial lives. By taking a holistic view, right from what your financial goals are, how you file your taxes, and how you make investments, a CFP advises actions which co-ordinate all aspects of your finances.