The Latest News

Latest Shared Files

Log in to see this information

Either the content you're seeking doesn't exist or it requires proper authentication before viewing.

Community Blogs

  • Certified ACP Member, Linda Leitz, CFP®, EA, Ph.D., CDFA, of Peace of Mind Financial Planning, was quoted in When These Advisors Hire Talent, Zoom Isn’t Enough in Wealthmanagement.com. Leitz says that working remotely has highlighted a need for more ...

  • In this LA Times column,  How the pandemic made working with a financial planner easier , Liz Weston mentioned ACP certified members as an option for individuals to receive fee-only advice, citing the positive outcome that more planners work virtually, ...

  • Seven ACP certified members were quoted in this tips-style piece, “ ACP Members Provide Tips for Taxpayers to Get the Most out of Their Returns in 2021 ,” sharing critical tips for tax preparation this year, March 2021 .

  • New ACP Certified Member, Tricia Rosen, CFP®, MBA, EA, was quoted in this Business Insider article, " What are the safest investments? 7 low-risk places to put your money — and what makes them so ", by Ramsay Lewis,  February 2021 .

  • ACP Certified member, Wesley Stien at Lodestar Financial Management, was featured in this article in Fatherly.com, “ Rates Are Still Incredibly Low. Should You Refinance Your Mortgage?”

Current Members
0 Members