Certified Financial Planner Fresh Meadows NY

This article will discuss the nature of the position of a certified financial planner and what a CFP can do for you. You will learn here about estate planning, personal finance, retirement planning, and what is entailed in the job of a certified financial planner.


1 . Local Companies

Robert Ince
Tribeca Financial Planning LLC

(212) 406-3616
79 Worth Street, 4F
New York, NY
Raymond Mignone
Ray Mignone & Co., Inc.

516-203-7194
626 Reckson (EAB)
Uniondale, NY
James Ludwick
MainStreet Financial Planning, Inc.

917-320-5460
1440 Broadway, 23rd Floor
New York City, NY
Cindy Sterling
Sterling Financial Planning

(212) 405-1616
215 Park Avenue South, Suite 1402
New York, NY
Darin Schnall
Schnall Advisory Services

(212) 967-6155
350 Fifth Avenue, Suite 3505
New York, NY
David Frisch
Frisch Financial Group, Inc.

212-983-8444
100 Park Avenue, Suite 1600
New York, NY
Anthony DeVito
ADV Investment Management & Financial Planning

(800) 732-5031
60 East 42nd Street
New York, NY
Philip Capell
Piermont Wealth Management Inc.

(212) 983-8525
100 Park Avenue, Suite 1600
New York, NY
Stanley Altmark
Joel Isaacson & Co., LLC

(212) 302-6300
546 Fifth Avenue, 20th Floor
New York, NY
Gary Schatsky
IFC Personal Money Manager, Inc.

(212) 721-8713
250 West 57th Street, Suite 1619
New York, NY
Data Provided by:
  

2 . Certified Financial Planning Designations

There are many different designations of accreditation within the field of personal finance. While there is much crossover between the different designations and what they do in terms of financial planning, knowing what the accreditations are will be an excellent source of education when you are looking for a financial planner. It is a good idea to familiarize yourself with the different terms, as you will see them a lot when you are conducting your initial research.

An Accredited Estate Planner (AEP) is one dedicated to estate planning and will be able to assist you with all your legal and estate planning needs. A Certified Financial Planner (CFP) has a wider range of duties and obligations to you as a consumer, and will be able to help you with many of your financial goals. A Chartered Financial Analyst (CFA) is very similar to a CFP, but has different requirements for being accredited. A Chartered Investment Counselor (CIC) is a financial planner that works specifically with investment portfolios and has specialized knowledge in helping you reach your investment goals. Finally, a Chartered Life Underwriter (CLU) is a financial planner that will be able to assist you in reaching your financial planning needs when it comes to insurance assets and life insurance policies.

3 . The Credentials of a Certified Financial Planner

The process of becoming a certified financial planner is a long one, so when you choose a CFP as your financial planning professional, you can rest assured that their experience and education will work for you in the best way possible. To receive a CFP designation or accreditation with the CFP board, a lot of work and experience is required.
Your CFP will have either three years of work in the financial planning industry with a bachelor's degree, or five years work experience in the financial planning field. Every CFP will also have to pass an examination issued by the CFP board. In order to pass this exam, a full schedule of coursework is required that you will be able to take through most educational institutions. Also, in order to take the CFP exam, you must already have a CFA, CPA, or CLU accreditation, or hold a Ph.D. with either economics or business. Another option, if you do not have any of these credentials, is to hold a license for attorney. Once you undertake these courses and acquire the proper education credits, the CFP board will then accredit you.

4 . What Does the CFP Board Do?

The CFP Board accredits all qualified applicants with the Certified Financial Planning designation. It is also a regulatory board in that it offers online complaints for consumers experiencing difficulties with an accredited CFP. Within the CFP board is also a disciplinary process for practitioners holding the CFP designation that come under complaint. The CFP board is also responsible for ensuring professional status of all their members is up to date.

The CFP board is ultimately responsible for ensuring that ethical and competent financial planning professionals are available to the public. The CFP board is the owner of the certification designation of CFP for Certified Financial Planner and its accompanying logo. The CFP board is responsible for establishing and enforcing the experience, education, and ethical requirements of all its designees. As such, the CFP board recognizes and awards those who have completed the initial certification requirements and also awards those that maintain these certification standards. Currently, the CFP board authorizes almost 45,000 people in the U.S. to work under the CFP designation and its logo.
Related Articles
- Credit Card Debt Fresh Meadows NY
If you have gotten over your head in credit card debt you are not alone. According to the FTC, there are four basic methods you can use to assist you with this: Credit Counseling, Debt Management Programs, Debt Consolidation, or Bankruptcy. While bankruptcy should only be considered only as a last choice, let’s review the first three programs that may be of significant help to you if you are in debt.
- Secured Loans Fresh Meadows NY
- Financial Planning Fresh Meadows NY
- Same Day Payout Loans Fresh Meadows NY
- Retirement Planning Fresh Meadows NY
- Finding the Best Financial Planner Fresh Meadows NY
Related Local Events
Hedge Fund Enforcement & Regulatory Dev. Fall 2013
Dates: 11/19/13 - 11/19/13
Location:
New York, NY
View Details

Working with Hedge Fund Consultants
Dates: 11/14/13 - 11/14/13
Location:
Greenwich, CT
View Details

Advanced Swaps & Other Derivatives 2013
Dates: 10/17/13 - 10/18/13
Location:
New York, NY
View Details

Fundamental of Swaps & Other Derivatives 2013
Dates: 10/16/13 - 10/16/13
Location:
New York, NY
View Details

TradeTech Swaps & Derivatives
Dates: 10/15/13 - 10/17/13
Location:
New York, NY
View Details