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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

In the News

Explaining the Financial Planning Profession

By Linda Leitz April 30, 2023 The Colorado Springs Gazette

“It’s the human relationship side that distinguishes financial planning from other financial service providers,” says CFP Board CEO Kevin R. Keller, CAE. Part of that relationship is putting clients’ needs first, which is why a CFP® professional is held to a fiduciary standard.

Read more at The Colorado Springs Gazette

The Colorado Springs Gazette
Linda Leitz
April 30, 2023