We’re proud that many large firms recognize the Certified Kingdom Advisor® designation, including Ameriprise, LPL Financial, Edward Jones, Raymond James, Morgan Stanley, Thrivent, Cetera Financial Group, Mass Mutual, and numerous others. The business case to support financial advisors who lean into their faith and engage Christian clients is compelling. More Christian financial advisors can now leverage this powerful designation and bring their authentic selves to work. #KingdomAdvisors #CKA® #FinancialAdvisors #FinancialServicesFirms
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The concept of “financial independence” can mean different things to different people. Today we launch the first of a series with Craig Robson, CFP®, CIMA®, CDFA®, Founding Principal and Managing Director that highlights what our Regent Peak Wealth Advisors financial advisors think of when they hear the phrase. How would you articulate what it means to you? Share your thoughts! #financialplanning #wealthmanagement
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Founding Principal and Managing Director at Regent Peak Wealth Advisors
Watch the first in our latest video topic, Financial Independence, and consider what it means to you. Following along for more of Regent Peak Wealth Advisors team thoughts on this topic over the next few months. #financialplanning #wealthmanagement
The concept of “financial independence” can mean different things to different people. Today we launch the first of a series with Craig Robson, CFP®, CIMA®, CDFA®, Founding Principal and Managing Director that highlights what our Regent Peak Wealth Advisors financial advisors think of when they hear the phrase. How would you articulate what it means to you? Share your thoughts! #financialplanning #wealthmanagement
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Founder of Great CSA Management | Help Hardworking Professionals Achieve Financial Freedom Portfolio Management | Wealth Planning | Investment Planning | Risk Planning | Estate Planning | Tax Planning | Life Planning |
I had one of those conversations that reminded me why I love what I do. A potential client reached out, feeling uncertain about his financial future and unsure where to begin. We sat down and took the time to talk, not just about numbers, but about what truly matters to him and his family. There’s something incredibly fulfilling in transforming uncertainty into a clear, personalized plan. Moments like these are what make this journey so meaningful. #PersonalConnection #TailoredWealthPlanning #ClientFocused #BuildingLegacies #FinancialConfidence #HighNetWorthAdvisory #WealthWithPurpose #CSA #GreatCSA #TheAdvisoryClub
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Regional Director, Great Lakes Region, Business Development at Cambridge Investment Research, Inc.
🌩️ Have you been hearing more and more headlines about M&A? Sometimes it seems like its not if, but when, you could be next. What I've seen is that industry consolidation and its after effects can be a threat to your practice's independence and success. 🌧️ At Cambridge, we provide a safe haven for financial advisors looking for a partner that is committed to their long-term success. ☀️ Our unwavering dedication to stability and independence sets us apart from other broker-dealers and RIAs. Download "The Pillars of True Independence" to discover our plan to preserve our independence for the long haul: https://ow.ly/QBuf50QnbVf #brokerdealers #financialadvisors #joincambridge
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We would like to thank Global Atlantic Financial Group's speakers Pat Scanlon (Vice President, Consulting) & Thea Marasa-Scafidi (Vice President, Advanced Markets) for hosting today's exclusive webinar. ---- Timing is Everything (Annuities and mitigating the sequence of returns risk), discussing how fixed index annuities may provide portfolio protection. Breaking down the pain points of returns risk and how maximizing an annuity can help with income planning. Exclusively for LPL Financial. Alan Jay Levine
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It’s not every day that you make the FORTUNE 500® List, but for our parent company, Fidelity National Financial, it’s an annual affair. Ranked #359 on the 2023 FORTUNE 500® list is a huge achievement for us and we are grateful to our customers, partners, and employees for their trust and support. #FORTUNE500 #FNF #FNT #financialstability #financialstrength #realestate #titleinsurance #realtor #GulfCoastFlorida #tamparealtor #tamparealestate #tampabayrealestate #FidelityTampa #southwestfloridarealestate
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Financial Advisor, CERTIFIED FINANCIAL PLANNER practitioner™, CEO GuidingPoint Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC
Ever wondered how to navigate financial trends without getting carried away? I'll give you a hint: discipline. I'm Brian Douglas, CFP®️, CRPC®️, ADPA®️, APMA®️, Private Wealth Advisor and CEO of GuidingPoint Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, and I want to help you take a disciplined approach to investing with 3 key actions. Click here to connect with GuidingPoint Financial Group: https://bit.ly/3IQbnGu ACMR: 6252812 #investing #financialwellness #wealthmanagement
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Our CIO, Chris Metcalfe, discusses why he believes financial advisers are the unsung heroes and the career path he nearly took in PA Adviser's Meet the Asset Allocators series, with Adam Lewis. Watch the full video here 👉 https://lnkd.in/ebC9mU-C #Investing #FinancialPlanning #IFA
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As #BHM comes to a close, we wanted to bring attention to John W. Rogers Jr., the brains behind Ariel Investments, the US's largest minority-run mutual fund firm! His legacy teaches us that financial literacy is not just about numbers but about empowering individuals. Here's to a future where everyone feels confident about their financial management skills! 💰 #JohnWRogersJr #BlackHistoryMonth #FinancialEmpowerment #LegacyLeadership #FinancialLiteracy #FinancialFreedom #BlackWealth #RiseofBlackWealth #JLFSmartMoney
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Do you know how private equity can play a role in your long-term financial plan? In particular, we want you to be aware of a phenomenon called the J-Curve that can come into play with PE in your portfolio. Watch here as Craig Robson, CFP®, CIMA®, CDFA®, Founding Principal and Managing Director of Regent Peak Wealth Advisors explains. #financialplanning #wealthmanagement #privateequity
