Search by Tag: financial planning
880 total news stories found.
Marquis Who's Who Honors Mark D. Lechowicz for Expertise in Financial Services
2024-10-04 | Mark D. Lechowicz is a seasoned wealth advisor who caters to high-net-worth business owners and executives
Sharad Anand Recognized by Marquis Who's Who for Excellence in Finance
2024-10-04 | Sharad Anand is an expert team builder and critical thinking executive
Lifetime Wealth Advisors: Offering Unbiased Financial Guidance Under the Leadership of Robert Seropian
2024-10-01 | Lifetime Wealth Advisors: Offering Unbiased Financial Guidance Under the Leadership of Robert Seropian
Marquis Who's Who Honors Scott A. Glasrud for Expertise in Health Care Finance and Consulting
2024-09-30 | Scott A. Glasrud is a health care finance guru with over 40 years of success as an auditor, consultant and senior executive; and who now owns and is the president of SAG Enterprises LLC
Marquis Who's Who Honors Scott C. Fanatico for Expertise in Finance
2024-09-27 | Scott C. Fanatico serves as the owner of The Financial Services Center
Marquis Who's Who Honors Kelly Linkous Cole for Success in Accounting and Financial Operations
2024-09-26 | Kelly Linkous Cole is lauded for her dedicated service to Imec as its financial controller and account executive
BlackBird Finance Joins Prestigious National Association of Personal Financial Advisors and FeeOnly Network
2024-09-23 | BlackBird Financial Planning, a virtual financial planning firm based in Pagosa Springs, CO, announces its acceptance into NAPFA and FeeOnly Network, a commitment to maintaining the highest level of competency with a client-centered focus and FeeOnly
J. Derek Hebert has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2024-09-17 | J. Derek Hebert celebrated for over 18 years of success in business and wealth management
Cathy Daigle, CFP®, CDFA® Celebrated for Dedication to the Field of Financial Planning
2024-09-12 | Cathy L. Daigle channels years of expertise into her work as a Collaborative Divorce Financial Specialist in private practice
Marquis Who's Who Honors Omar Chyou for Expertise in Financial Services
2024-09-06 | Omar Chyou is a distinguished financial advisor and senior vice president at Merrill Lynch Wealth Management
Marquis Who's Who Honors Ron Diaz for Expertise in Wealth Management
2024-08-28 | Ron Diaz specializes in retirement and estate planning as the owner of ManAm Retirement Group
Marquis Who's Who Honors C. Marie Swift for Expertise in PR, Marketing Communications and Entrepreneurship
2024-08-28 | Distinguished expert in marketing communications for the financial services sector used empathy, grit and innate curiosity to overcome challenges and realize business success
Marquis Who's Who Honors Preston L. Langley Jr. for Expertise in Education
2024-08-27 | Preston L. Langley Jr. is a recognized expert in collegiate debate and higher education
Dawayne Robinson Honored for More Than 30 Years of Service in the Field of Finance
2024-08-26 | Dawayne Robinson is a senior financial analyst for federal government contractor Drodex, Inc.
Jon Andrew Wingent, CFP, Honored for Expertise in Wealth Management
2024-08-21 | Jon Andrew Wingent, CFP, is a wealth advisor at Morton Wealth
Marquis Who's Who Honors Mikilisha Green, MBA, for Expertise in Financial Services
2024-08-20 | Mikilisha Green, MBA, has found success as the director of strategic research finance at the MD Anderson Cancer Center
Marquis Who's Who Honors Jeffrey K. Olsen, AIF® for Expertise in Financial Services
2024-08-16 | Jeff Olsen recognized as a financial adviser at Integrity Wealth Management
Marquis Who's Who Honors Joseph Evans Dewhart Jr. for Expertise in Financial Planning
2024-08-15 | Joseph Evans Dewhart Jr. is lauded for excellence in consulting and investment services
Marquis Who's Who Honors Mark A. Kidd, MBA, for Leadership within Charitable Organizations
2024-08-14 | Mark A. Kidd acknowledged for expert consultancy in the nonprofit sector