What’s in an acronym? Advisors name their favorite designations
Jerry Davidse of Presilium Private Wealth and Craig Robson of Regent Peak Wealth Advisors
Advisor views designations as a 'layering process' that you can build on once you have a better understanding of client-specific needs.
Time to dig into the alphabet soup better known as financial advisor designations.
They say that an investment in knowledge pays the best interest. But they also say that time equals money. So if a wealth manager is going to take the time to pursue that extra certification – whether it's a CFP,
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