Home Tags Certified Financial Planner
Tag: Certified Financial Planner
FRANKLIN, Tenn., May 23, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients.
PHOENIX, Ariz., Nov. 30, 2021 (SEND2PRESS NEWSWIRE) -- Beverly Bowers, a retired financial planner, entrepreneur and founder of Sister Courage Publishing, realized there was a need for a guidebook that would help women learn more about how to take charge of their investments. So, she set out to create a book specifically written for women. The end result is: "How to Dress a Naked Portfolio: A Tailored Introduction to Investing for Women" (ISBN: 978-0578312705; Sister Courage Publishing).
FORT COLLINS, Colo., May 6, 2019 (SEND2PRESS NEWSWIRE) -- Brightscape Investments (Brightscape Investment Centers) was founded by Eric Weiss, a Certified Financial Planner(tm) professional, who saw clients' best interests not being served while working at a large financial institution. This experience motivated Eric to start a company that put the client's interest first.