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Advisor Certifications
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CERTIFIED FINANCIAL PLANNER™ Professional (438)
Master of Business Administration (MBA) (54)
Chartered Financial Analyst (CFA) (46)
Certified Public Accountant (CPA) (39)
Chartered Financial Consultant (ChFC) (39)
Accredited Investment Fiduciary (AIF) (34)
Chartered Retirement Planning Counselor (CRPC) (33)
Enrolled Agent (EA) (28)
Certified Exit Planning Advisor (CEPA) (26)
Retirement Income Certified Professional (RICP) (24)
Certified Divorce Financial Analyst (CDFA) (16)
Chartered Life Underwriter (CLU) (16)
Personal Financial Specialist (PFS) (15)
Registered Life Planner (RLP) (15)
Master of Science in Financial Planning (MSFP) (14)
Certified Kingdom Advisor (CKA) (13)
Accredited Asset Management Specialist (AAMS) (12)
Certified Private Wealth Advisor (CPWA) (10)
Certificate in Blockchain and Digital Assets (9)
Certification in Long-Term Care (CLTC) (9)
Certified Investment Management Analyst (CIMA) (9)
Accredited Financial Counselor (AFC) (7)
Behavioral Financial Advisor (BFA) (7)
Certified Plan Fiduciary Advisor (CPFA) (7)
Retirement Management Advisor (RMA) (7)
Certified College Financial Consultant (CCFC) (6)
Certified Student Loan Professional (CSLP) (6)
Juris Doctor (J.D.) (6)
National Social Security Advisor (NSSA) (6)
Accredited Wealth Management Advisor (AWMA) (5)
Accredited Estate Planner (AEP) (4)
Accredited Portfolio Management Advisor (APMA) (4)
Candidate for CFP® certification (4)
Certified Financial Therapist (CFT) (4)
Chartered Special Needs Consultant (ChSNC) (4)
Chartered SRI Counselor (CSRIC) (4)
Certified Digital Asset Advisor (CDAA) (3)
Chartered Advisor in Philanthropy (CAP) (3)
Chartered Market Technician (CMT) (3)
Chartered Retirement Plans Specialist (CRPS) (3)
Equity Compensation Associate (ECA) (3)
GFP Fellow (3)
Life Underwriter Training Council Fellow (LUTCF) (3)
Master of Science in Taxation (MST) (3)
Wealth Management Certified Professional (WMCP) (3)
Accredited Behavioral Finance Professional (ABFP) (2)
Advisor for Women™ Certificate (2)
Board Certified Coach (BCC) (2)
Certified Elder Planning Specialist (CEPS) (2)
Certified Financial Fiduciary (CFF) (2)
Certified Fund Specialist (CFS) (2)
Certified Wealth Strategist (CWS) (2)
Financial Paraplanner Qualified Professional (FPQP) (2)
Master of Science in Financial Analysis (MSFA) (2)
Military Qualified Financial Planner (MQFP) (2)
Ph.D. in Finance (2)
Registered Financial Consultant (RFC) (2)
Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) (2)
Accredited Investment Fiduciary Analyst (AIFA) (1)
Affirming Advisor™ (1)
Certificate in Investment Performance Measurement (CIPM) (1)
Certified Asset Protection Planner (CAPP) (1)
Certified College Planning Specialist (CCPS) (1)
Certified Elder Law Attorney (CELA) (1)
Certified Equity Professional (CEP) (1)
Certified Estate and Trust Specialist (CES) (1)
Certified Estate Planner (CEP) (1)
Certified ETF Advisor (CETF) (1)
Certified Financial Transitionist (CeFT®) (1)
Certified Military Financial Advisor (CMFA®) (1)
Certified Money Coach (CMC) (1)
Certified Personal Retirement Specialist (CPRS) (1)
Certified Senior Advisor (CSA) (1)
Certified Value Builder (CVB) (1)
Chartered Alternative Investment Analyst (CAIA) (1)
Chartered Wealth Manager (CWM) (1)
Doctor of Medicine (M.D.) (1)
Financial Fitness Coach (1)
Financial Services Certified Professional (FSCP) (1)
International Mergers & Acquisitions (IM&A) (1)
IRMAA Certified Planner (IRMAACP) (1)
Master of Financial Planning and Analytics (MFPA) (1)
Master Planner Advanced Studies (MPAS) (1)
Ph.D. in Personal Financial Planning (1)
Professional Plan Consultant (PPC) (1)
Registered Social Security Analyst (RSSA) (1)
Areas of Specialization
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Investment Management (511)
Retirement Planning (490)
Taxes (476)
Financial Life Planning (473)
Estate Planning (196)
Owning a Business (163)
Equity Compensation Options (84)
Investing (71)
High Net Worth (67)
Inherited Wealth (66)
Insurance (65)
Education Funding (62)
Social Security (60)
Employee Stock Options (59)
Women & Wealth (55)
Family and Money (51)
Cash Flow (46)
Money Psychology (46)
Retiring Early (F.I.R.E) (46)
Setting Up Retirement Accounts (46)
Employee Benefits (45)
Budgeting (37)
Socially Responsible Investing (36)
Saving for College (30)
Capital Gains (26)
Getting out of Debt (25)
Exit Planning (24)
Giving (24)
Loss of Spouse or Partner (24)
Buying a House (23)
Real Estate Investing (23)
Compensation Planning (22)
Divorce Financial Planning (22)
Alternative Investments (21)
Tax-Smart Distribution Planning (21)
Travel (21)
Coaching (19)
Choosing a Financial Advisor (18)
Cryptocurrency (18)
Prioritizing Money (18)
Having a Baby (17)
Tax-Smart Accumulation Planning (17)
Saving (16)
Biblical Finance (15)
Student Loan Advising (15)
International and Cross-border Planning (13)
Education Needs and Funding Analysis (12)
Health Care Planning (12)
Credit Cards (11)
Emergency Savings (11)
LGBTQ Couples (11)
Career (10)
Faith-Based Investing (10)
Education Tax Planning (8)
Caregiving for Parents (7)
Job Loss (6)
Side Hustles (6)
Education Funding Vehicles (5)
Public Service Loan Forgiveness (PSLF) Advising (5)
Special Needs Planning (5)
Student Loan Repayment Plan Advising (5)
Federal Student Loan Option Analysis (4)
Financial Aid Planning (4)
Banking (3)
Catholic Values Investing (3)
Crisis Management (3)
Education Distribution Planning (3)
Fertility Challenges (3)
Work from Home (3)
Choosing a Financial Coach (2)
Credit Scores (2)
Education Tax Deduction and Credit Planning (2)
Financial Aid Award Letter Reviews and Appeals (2)
Financial Aid Form Filing Assistance (1)
Other Loan Forgiveness Program Advising (1)
Private Student Loan Option Analysis (1)
Student Loan Consolidation Assistance (1)
Student Loan Rehabilitation Assistance (1)
Who We Serve
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Gen X (477)
Dual Income Family (452)
Corporate Executives (449)
Baby Boomers (446)
Living in Retirement (368)
Business Owners (357)
Gen Y / Millennials (236)
Parents (230)
Couples (214)
Intergenerational Families (210)
Young Families (195)
Families (178)
Entrepreneurs (145)
Technology Professionals (136)
Widow (125)
Women Professionals (124)
Physicians (104)
Healthcare Professionals (99)
Single Women (95)
Women in Transition (91)
Individuals (85)
Women’s Finance (78)
Financial Independence Retire Early (FIRE) (75)
Divorce (73)
Newly Engaged / Newlywed (69)
Investors (67)
Gen Z (62)
Blended Family (55)
DIY Investors (53)
Attorneys (52)
LGBTQ (52)
Travel Lovers (50)
Dentists (47)
Military (45)
Engineers (42)
Real Estate Investors (40)
Government Employees (39)
Remote Workers (39)
College Graduates (38)
Educators (38)
Veterans (37)
Sales Professionals (35)
Christians (33)
LGBTQ Couples (31)
Real Estate Agents (30)
Professional Athletes (28)
Foreign-Born Individuals (27)
Immigrants (27)
Caregivers (22)
Contractors (22)
Expats (21)
BIPOC (20)
Content Creators (20)
Special Needs (20)
Nonprofit Employees (18)
Private Foundations & Organizations (17)
Airline Pilots (16)
Crypto Investors (15)
Non-Traditional Clients (12)
Artists (11)
Accountants (10)
Therapists (10)
Scientists (9)
Jewish (8)
Americans Living Abroad (7)
Muslim (7)
Specialty Sub-Contractors (7)
College Students (6)
Democrats (6)
Data Scientists (5)
Disabled Community (4)
Retail Industry (4)
Hispanic | Latino (3)
Actuaries (2)
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