Tag: Certified Financial Planner
Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025 | National News
WARRENVILLE, Ill. /Florida Newswire - National News/ -- Raymond James Financial Services is pleased to announce that Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025, marking 3 straight years of recognition in this prestigious national ranking.
Financial Advisor Jonathan Mintle of Edward Jones Receives CERTIFIED FINANCIAL PLANNER™ Certification : National News
BUENA VISTA, Colo., Dec. 16, 2024 (SEND2PRESS NEWSWIRE) -- Financial Advisor Jonathan Mintle of the financial services firm Edward Jones in Buena Vista, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).
Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for...
WARRENVILLE, Ill., April 5, 2023 (SEND2PRESS NEWSWIRE) -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.
Deaf Financial Advisor Lee Kramer Named to Money’s Changemakers List
FREDERICK, Md., Jan. 20, 2023 (SEND2PRESS NEWSWIRE) -- Money profiled 50 innovators shaping Americans' finances, and included Kramer Wealth Managers' CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, and Roblox CEO David Baszucki.
