Jan. 23, 2021
Episode 47: Aren't all "financial planners" the same?
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
