It’s a case of good news, bad news. First, the good news. Earlier this month, Certified Financial Planner Board of Standards, Inc. (CFP Board) reported strong increases in the number and the diversity of CERTIFIED FINANCIAL PLANNER professionals in 2020. The absolute number of female CFP® professionals increased to an all-time high of 20,633, reflecting growth […]
Tag Archives | CERTIFIED FINANCIAL PLANNER™
Quote Of The Week: Where To Get Help Managing Your Retirement Money
Many people approaching or in retirement feel they need help managing their nest egg so it lasts throughout their entire retirement. Here’s a great Q&A with financial columnist Linda Stern (AskLinda@aarp.org) from this month’s AARP Bulletin, explaining why it’s so important to rely on a CERTIFIED FINANCIAL PLANNER™ professional who is a fiduciary. Question: […]
Women CFPs: How Far We’ve Come!
Here’s what the first class of Certified Financial Planners (CFPs) looked like in 1973. Check out the wide ties and plaid jackets! It’s got “That 70’s Show” written all over it. Here’s another way to tell it’s the 70’s: there are only 2 female faces among the 42 newly licensed CFPs. (That’s less than 5%; […]
A Better Way After Divorce
I’m still so excited about a presentation I gave Monday for the Boca Raton chapter of the National Association of Divorce Professionals (NADP). The talk was on “The Power of Positive Planning After Divorce,” and it showed how smart financial and investment planning after divorce can totally change financial outcomes and put divorced individuals back on track […]
Congratulations, Nadia!
We held a little celebration last week for Client Service Associate Nadia Rullo. As you may know, Nadia is studying for the Certified Financial Planner (CFP®) designation, which normally includes six course modules, with an exam after each one, and a comprehensive exam at the end. The entire program might take one to two years, […]
Quote Of The Week: Finding The Right Financial Advice
Where do you turn when you need financial advice? It’s hard to know whom to trust, and even harder to know who can give you the unbiased and experienced guidance you need. The personal finance experts at Kiplinger Personal Finance, who have been helping Americans manage their finances since 1920, explain why you may want […]
Congratulations To New CFP® Rachael Grattan!
We consider it a huge accomplishment to complete the CERTIFIED FINANCIAL PLANNER™ curriculum and requirements. So please join with us in offering our warm congratulations to Rachael Grattan in our office, who just successfully completed all requirements of the CERTIFIED FINANCIAL PLANNER™ program and earned her right to use the CFP® mark! Rachael also received a […]
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About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
