Jan. 23, 2021

Episode 47: Aren't all "financial planners" the same?

Episode 47: Aren't all "financial planners" the same?
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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