Pictured above: Sarah Catherine Gutierrez, Lester Matlock, Nick Merriweather and Beckie Comstock The world has changed significantly since the financial planning industry gained prevalence in the wake of World War II and, indeed, since the Certified Financial Planner designation came…
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Lester Matlock
- BusinessBusiness & FinanceFinance & BankingMagazineSeptember 2021
For What It’s Worth: Investment Advice From Five of the Best in the Business
by AMP Staffby AMP StaffWhat does it take to be a financial advisor? At the very least, it could take dozens of finance and business courses, a bachelor’s degree and a seemingly endless series of licenses and certifications. Oh, and a little something called…