In Pursuit of Designations

In Pursuit of Designations

In this podcast we continue our discussion about financial planning designations with Roger Whitney, CFP®, CIMA®, CPWA®, AIF®. Roger is a partner at WWK Wealth Advisors and publishes the Retirement Answer Man Blog and Podcast.

Discussing Designations

Discussing Designations

On this episode I discuss professional designations in the financial planning industry with Neil Maxwell CFP®, EA. Neil is the founder and CEO of Maxwell Wealth Planning, Inc. Based out of Colorado, Neil provides financial planning and investment advisory services to a variety of clients.