David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of "AdvisorSmart for the Individual Investor", graciously invited me to write the foreword for his book. This insightful guide advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the marketing tactics and biased advice of…...
A Certified Kingdom Advisor® (CKA®) is a financial professional who integrates biblical principles into their advisory services, offering guidance aligned with Christian values. This designation is particularly beneficial for individuals seeking financial advice that reflects their faith. Understanding the Certified Kingdom Advisor® (CKA®) Designation The CKA® designation is conferred by Kingdom Advisors, an organization dedicated…
A Registered Life Planner® (RLP®) is a financial professional who specializes in holistic financial planning, integrating clients’ personal values, life goals, and aspirations into their financial strategies. The RLP® designation is awarded by the Kinder Institute of Life Planning and signifies expertise in guiding clients through a structured process that prioritizes life-centered financial planning over…
What Is a Certified Divorce Financial Analyst (CDFA®)? A Certified Divorce Financial Analyst (CDFA®) is a financial professional who specializes in divorce-related financial planning, helping clients navigate the complexities of asset division, alimony, child support, and tax implications. CDFA practitioners provide financial expertise that complements legal counsel, ensuring equitable settlements based on long-term financial projections….
The Certified Investment Management Analyst® (CIMA®) designation is a prestigious certification for financial professionals specializing in advanced investment consulting and portfolio management. Offered by the Investments & Wealth Institute, CIMA® certification emphasizes expertise in areas such as asset allocation, risk management, investment policy, and performance measurement. Earning this designation signifies a commitment to delivering sophisticated…
A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Established in the late 1920s, the CLU® credential signifies expertise in guiding clients through complex life insurance decisions, estate conservation, and wealth transfer strategies. Financial advisors with a CLU® designation are equipped to provide advanced insights into…
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