The CEPA designation is the gold standard in exit planning and is designed to educate and empower advisers with strategies that align business, personal, and financial goals into a cohesive master ...

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

One way to jumpstart your search for a financial adviser who specializes in retirement planning is to ask friends, family ...

Financial planning is essential for long-term financial success, offering a structured pathway to achieving life’s financial ...

Brandon Renfro is a certified financial planner with Belonging Wealth Management. He has been published in the Journal of Financial Planning and has contributed to numerous publications including Fox ...

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

The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

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

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 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 ...

During his nearly two decades at the helm, Keller has overseen growth at the organization that administers the certified ...

Getting married in the month of February? Certified Financial Planner Michelle Buria, Managing Director, offers some tips to make sure you get off on the right foot financially.