Are all "financial planners" the same?  In this episode, we discuss the Certified Financial Planner(tm) designation... what it is, how does one obtain it, and what it means to a client.
To schedule your complementary financial consultation, email david@parallelfinancial.com or visit www.calendly.com/davidpf

Are all "financial planners" the same? In this episode, we discuss the Certified Financial Planner(tm) designation... what it is, how does one obtain it, and what it means to a client. To schedule your complementary financial consultation, email david@parallelfinancial.com or visit www.calendly.com/davidpf

Are all "financial planners" the same? &nbsp;In this episode, we discuss the Certified Financial Planner(tm) designation... what it is, how does one obtain it, and what it means to a client.
To schedule your complementary financial consultation, email david@parallelfinancial.com or visit www.calendly.com/davidpf

Episode 47: Aren't all "financial planners" the same?

Exploring the Mindsets, Tactics, and Strategies to help you to build and maintain wealth.

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Episode 47: Aren't all "financial planners" the same?

Episode 47: Aren't all "financial planners" the same?

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