Category: Financial professional

Financial professional publishes comprehensive guide to preserving and helping protect wealth

BOCA RATON, Florida, 22 December 2021 / PRNewswire / – Craig kirsner, MBA, President of Stuart Estate Planning Wealth Advisors has published his latest book, “RETIRE STRONG: Preserve and Help Protect Your Wealth and Leave a Legacy.” Kirsner has drawn on his more than 27 years of experience guiding clients to give readers a clear […]

A local finance professional gives advice for the first holiday shopping

Supply chain issues are causing more people to focus on the holidays. LINCOLN, Neb. (KLKN) – Supply chain issues are causing more people to focus on the holidays. Financial professional Tim Kulhanek of Stonebridge Insurance and Wealth Management explains how you can prepare your finances for the start of the buying season. Why are we […]

Local Financial Professional Achieves National Certification | Newport

NEWPORT – Josh Brandt, Assistant Vice President and Head of Fiduciary Operations at Merchants and Planters Trust, recently received Certified Trust & Fiduciary Advisor (CTFA) professional certification from the American Bankers Association. The CTFA certification is awarded to those who demonstrate excellence in the field of wealth management and trust. To qualify for CTFA certification, […]

Florida-based financial professional sees influx of money coming to Sunshine State

Christopher Warren, Founding Partner, Lawless, Edwards & Warren Lawless, Edwards and Warren Name: Christophe warren Solidify: Lawless, Edwards & Warren Wealth Management Site: Boca Raton, Florida Total value of policies: $ 940 million Forbes Rankings: The best financial security professionals in the United States Background: Warren, 58, graduated with an accounting degree from the State […]

3 questions investors should ask their financial professional and which disclosure should answer them

Asking for advice is common human behavior in the face of any challenge. Starting to invest can certainly seem daunting when financial literacy is not common and the transition from retirement to 401 (k) s puts more strain on individuals. So while it’s understandable for investors to seek advice from professionals in the industry, many […]

Julie Jason: Are you hiring a financial professional? 20 minutes of homework | Julie jason

Do you hate homework? How about 20 minutes of homework to check the background of the finance professional you want to hire? Here’s how. Start with BrokerCheck (brokercheck.finra.org), a free tool from FINRA (the financial sector regulator). As you can guess from the name, FINRA regulates the brokerage industry. On BrokerCheck, select the “individual” tab. […]

Azur Associates’ M&A and Business Advisory Growth Continues, Adding Financial Professional Tracy Baron Garcia

Advertising NAPA, CA, July 7, 2021 – – Pat DeLong, founder of Napa Valley-based fine beverage consultancy Azur Associates, announced the addition of Tracy Baron Garcia to the team as Vice President, Finance and Strategy. “Since we started our consulting business just two years ago, we have seen a huge demand for our services. Azure’s […]

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