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What to Bring to Your First Financial Advisor Meeting

By Lilly Riddle March 20, 2025 CitywireRIA

CFP Board has introduced a new program aimed at enhancing the presence and influence of women CFP® certificants, with Cary Carbonaro, CFP®, a CFP Board Ambassador and author, playing a role in its development. Carbonaro emphasizes the importance of forming a coalition of influential women in the profession to encourage young women to enter finance.

Read more at CitywireRIA

CitywireRIA
Lilly Riddle
March 20, 2025