What Does it Mean to Be CFP® Accredited with Dan Oaklief
Today we’re sitting down with Dan to discuss this milestone, what it means to be a CFP®, and the importance of continuing education in this industry.
Tag: dan oaklief
Today we’re sitting down with Dan to discuss this milestone, what it means to be a CFP®, and the importance of continuing education in this industry.
Discover how you can unlock your financial future by scheduling a quick 15-minute introduction call with us today. Let’s explore personalized strategies that can help pave the way to your financial success.
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Investment Advisor Representatives offer advisory services through B.A. Schrock Wealth Management, Inc. (BASWM), a registered investment advisor. Insurance is offered through B.A. Schrock Financial Group, Inc. (BASFG), an insurance company. BASWM and BASFG are affiliated and share common ownership.
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