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Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

The Odessa American is the leading source of local news, information, entertainment and sports for the Permian Basin.

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...

Whether your goal is early retirement or lifelong financial freedom, here are six steps to help you create your forever portfolio, including choosing the right investment account, hiring a financial ...

Certified financial planner, Chad Olivier, discusses financial assets being passed from one generation to the next. Welcome ...

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...