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

In the News

Advisors Say Fulfilling ESG, Faith-Based Investing Goals Remains a Challenge

By Ben Mattlin March 14, 2024 Financial Advisor

Investors today seek portfolios that not only perform well financially but also align with their values. CFP Board Ambassadors Spencer Betts, CFP® and Bridget Venus Grimes, CFP® meet these demands while fulfilling their fiduciary duties.

Read more at Financial Advisor

Financial Advisor
Ben Mattlin
March 14, 2024