Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities degree can lead to a rewarding career in finance.
As a certified financial planner, I’m often asked, “What’s the best stock to buy?” My answer is always the same: “It depends.” This response may seem vague, but it’s rooted in the understanding that ...
A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...
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MONEY TALKS: Stocks in 2026

Certified financial planner, Chad Olivier, discusses what may lie ahead for stocks in 2026. Chad Olivier is an award-winning ...
A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...
Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances ...
Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.
A fee-only advisor is more financially motivated to make the best decisions for their client—especially those that charge ...
Garrett Bourbina has three professional work titles. Bourbina is a certified financial planner (CFP), accredited portfolio management advisor (APMA) and is the senior wealth advisor at the Landing ...