New Search

If you are not happy with the results below please do another search

264 search results for:


The Most Important Financial Number

This post originally appeared on Mom and Dad Money. As you work your ass off to make good financial decisions, how can you tell whether you’re actually making progress? How do you know whether all that work is paying off? There are a lot of ways to look at it, but there’s one number that […]


Elaine King, CFP®, CDFA™

Elaine King, CFP® has served as the Family’s Financial Planner for over 1,200 families and 100 multigenerational family enterprises crafting actionable family financial plans. She was recognized in 2020 in the list of Investopedia ‘s Top Influential Advisor and in 2017 recognized by People Magazine’s Top 25 Influential Hispanic Women. Elaine is a Financial Education advocate, creator of the first family financial program in LATAM and winner of the Best Latin book award.


Michael Henzes, CFP®, MBA, EA

Hi, I’m Mike, owner and lead adviser of Open Wealth Network. I started this company because people are paying obscene amounts of money for professional management and not getting the scope of services they need and deserve. If you’re considering working with an adviser for the first time or questioning the value of your current adviser I would encourage you to try something different and get OPEN.


XYPN16 Sneak Preview: The Next Challenges For Advisory FinTech

  FinTech is a difficult space in which to gain traction if you’re a small software provider. Large firms that negotiate enterprise contracts tend to be extremely demanding — and it often isn’t feasible for startups to reach larger firms in the first place. Going to independent advisors can prove just as difficult. The market […]


Sara Stanich, CFP®, CDFA

I’m Sara Stanich, Certified Financial Planner (CFP) practitioner and owner of The Stanich Group, a fee-only wealth management firm based in NYC. Our clients are smart, motivated families in the “cultivating wealth” stage of their lives. We can help you manage your investments and build a financial plan to support your growing family, plan for retirement, or regroup after divorce.


David Flores Wilson, CFP®, CFA

David Flores Wilson helps professionals and business owners in NYC achieve financial freedom. Named Investopedia 100 Top Financial Advisors of 2019 and 2019 Thrive list of fastest-growing advisors, he is a Managing Partner for Sincerus Advisory. His financial guidance has appeared in the New York Times, CNBC and InvestmentNews. A graduate of UC-Berkeley, he holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Certified Exit Planning Advisor (CEPA®) designations.