Intelligence

Looking for Certified Financial Planners

Reporter: Andrew Hallam

Publication: AssetBuilder

Contact: iq@fullyvested.com

Deadline: May 31, 2017 7:00 pm

Looking for Certified Financial Planner (CFP) Quotes I’m writing the second edition of my book, The Global Expatriate’s Guide To Investing (Wiley, 2015). I’m looking for 1-5 line quotes from Certified Financial Planners. Requirements: CFP willing to give quotes on the suitability of a portfolio. Hint: It should be like batting a beach ball. The portfolio is almost 100% emerging markets. I’ll send the portfolio, and the accompanied, drafted write-up, which would come before your quotes. The more CFPs who can respond to this, the better! I’ll list your name, credentials and business (as well as location) after your 1-5 line quote.

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