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What is behind a CFP®?
What is behind a CFP®? by Matt Knoll As a young professional there are milestones, both personally and professionally that more
Golf Caddies and Financial Planners
by Matt Sivertsen Recently an online headline caught my attention. It read, “Why do professional golfers need caddies?” I more
Working with Millennials
by Ashlee Veneman This article was recently reposted on forbes.com – you can also read the full article here: I more
Why it matters that your financial advisor is a Certified Financial Planner
So you’re looking for a financial advisor. You’ve heard all the titles: Financial Advisor. Investment Advisor. Registered Investment Advisor. Certified more
Why I Changed Careers to Become Your Financial Planner
Designing, coaching & contagious behaviors For most of my life I struggled to find my own professional community and sense more
CFP Board’s Consumer Guide to Financial Planning
Currently there isn’t much regulation in personal finance over who can call themselves a “financial planner.” It can be very more
The Top CFP Holders Under 36
Congratulations to our own Andrew Sivertsen, CFP® for being named to this prestigious list of young planners! The industry continues more