28
Jan
Olivia Knapp Earns Her CFP® Certification
By Colleen Weber, CFP®, CPA At Colleen Weber CPA, CFP®, everything we do comes back to one core purpose: helping our clients make confident decisions and build a life they’re proud of. One of the ways we stay true to that commitment is by continually strengthening our knowledge and sharpening...
Read More
07
Jan
What Is a Fiduciary Fee-Only Financial Advisor & Why Does it Matter?
By Colleen Weber, CFP®, CPA If you’ve been researching who to trust with your money, you’ve probably seen the term “fee-only” pop up. It may sound a little technical, but it simply means working with a registered investment advisor who’s paid by you, not by commissions. When you see “fee-only,”...
Read More
