Search News by Tag: financial planning
1028 news stories found
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December 5, 2025
J. Earle Haggard Jr. recognized as the owner of Haggard's Fine Furniture
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December 3, 2025
Ebele Lydia Nwani brings 14+ years of expertise in forecasting, project finance, and operational insight across the aerospace and manufacturing industries, recognized for enhancing financial visibility and driving data-informed performance.
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November 24, 2025
Edward Haley is recognized for over two decades of dedicated service in leading financial roles
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November 19, 2025
Kelly Zheng recognized as an independent broker with A Plus Realtors LLC and financial professional with Elite Financial Partners LLC
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November 18, 2025
Clare Cunningham celebrated for over 10 years of professional success
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November 12, 2025
Ronald Vinyard, CFP®, ChFC®, WMCP®, CRPS™, brings 20 years of diverse leadership experience to his dual roles at Legacy Financial Consulting Services and Momentum Wealth Partners
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November 6, 2025
A seasoned professional with more than two decades of experience across public and private sectors, Andrew Bartnikowski has become a respected figure in emergency management and leadership.
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November 4, 2025
Nicole Michelle Durio, CPA, is a distinguished professional in the business services industry
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October 31, 2025
Trent William Turner is a distinguished financial advisor and president of 11 Essex Financial
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October 31, 2025
Ms. Martinez recognized for her leadership in advancing AI marketing strategy and global business transformation.
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October 28, 2025
Yun Ma is a distinguished professional in corporate finance and consulting, an entrepreneur who believes in "Give a man a fish, and you feed him for a day. Teach a man to fish, and you feed him for a lifetime"
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October 27, 2025
Tiara Schriever is recognized for her emerging contributions to the financial services industry
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October 27, 2025
Daniel Ramsey Abdo, CA, CPA, MPAcc, is a distinguished leader in the global finance and accounting industry with executive experience at Hunter Douglas and The Siegfried Group
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October 17, 2025
Ayad Amary, CFP® is recognized for excellence in the wealth management industry
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October 14, 2025
Wilson Will Receive $2,500 to Dedicate Toward Her Nursing Degree
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October 14, 2025
Elena Klaas brings 25 years of technology and management consulting experience to her role as the director of processes and reporting at ToYou
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October 9, 2025
BlackBird Finance is thrilled to share the news of Nathan Mueller, MBA, CFP®, generously offering his financial expertise at the Archuleta County Health Fair on Saturday, October 4.
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October 8, 2025
Lucas J. Mijares is the founder and wealth advisor at Zion Capital
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October 7, 2025
Leif J. Briel, CFP, recognized as Founder and Chief Executive Officer of Endeavr Financial Planning & Wealth Management
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October 1, 2025
Brandy Lareé McAuley, MBA, is a published author and distinguished professional in the insurance field
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