can you recommend a CFP?

Re: can you recommend a CFP?

• mouse10031978

  

  July 2009 edited December 2011

  Sorry- what is a cfp??

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• jforeman5

  

  July 2009 edited December 2011

  Hey Veronica! Zak is a Financial Planner, he is working his way up to becoming a CFP. He works at Waddell and Reed, here's the website if you want more info on their process: www.waddell.comHe would be happy to meet with you two to talk about your goals and answer some of your questions, just let me know if you are interested

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• jforeman5

  

  July 2009 edited December 2011

  Mouse: a CFP is a Certified Financial Planner BTW

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• Brit09

  

  July 2009 edited December 2011

  FI is a CPA not CFP, sorry!

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