If you’re overwhelmed by retirement planning, it’s wise to partner with an expert who puts your interests first. Working with a financial professional like a Certified Plan Fiduciary Advisor (CPFA) ...

Certified Plan Fiduciary Advisor (CPFA) and Certified Financial Planner (CFP) are two common types of credentials that financial advisors earn. Of the two, CFP requires significantly more education ...

WEST JORDAN, UT--(Marketwired - May 30, 2016) - Local LPL Financial Advisor Brian Urie has earned the Certified Plan Fiduciary Advisor (CPFA) designation. Plan advisors who earn their CPFA demonstrate ...

John O’Connor of CYRS Wealth Advisors in Rockford, an independent boutique financial planning and wealth management firm, recently earned the designation of Certified Plan Fiduciary Advisor (CPFA) ...

There is no shortage of professional credentials in the retirement plan business. The programs vary in focus, and they use a variety of instructional methods and testing procedures. Fees to earn and ...

New Aspect Financial Services' Karin Alvarado and Shawn Campas recently attended the National Association of Plan Advisors 401(k) Summit in Las Vegas. Both Alvarado and Campas also recently acquired ...