About 23% of certified financial planners in the U.S. are women and less than 3.5% are Black or Latino, the Certified Financial Planner Board found in a 2018 survey.
Blog posts by Laurel Wealth Planning
We’re Proud to Announce a New Shareholder!
We’re proud to announce a new shareholder! Please join us in congratulating Mallory Kretman, CFP®.
TrustWorthy Spotlight: An Interview With Laura Kuntz
One simple way to save more taxes on your charitable giving – an interview by Raymond James’ TrustWorthy Spotlight publication.