Episode from the podcastMiddle Class Millionaire: Advisor Conversations with John Choi, CFP®

How The CFP® Desigination Effected My Practice (Part 1)

Released Thursday, 9th January 2025

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How The CFP® Desigination Effected My Practice (Part 1)

Thursday, 9th January 2025

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Welcome to a new season of Middle Class Millionaire! We’re excited to spend this season chatting with financial professionals and students to explore their unique perspectives, stories, and strategies for success in the industry. This episode, John sits down with two seasoned financial advisors, TJ and CB, to talk about the impact the CFP® designation has had on their practices.

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

Blog: https://bit.ly/3CNltG2

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The Middle Class Millionaire with John Choi, CFP® is all about helping you prepare to thrive through an uncertain financial future. John believes that with proper planning you can achieve clarity, direction, and confidence regarding your financial and retirement goals. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. Listen to Middle Class Millionaire to better understand the "why" behind your plan as John discusses investments, insurance, 401(k)s, IRAs, tax planning, and so much more. Find out more at https://johnchoi.net or by calling 847-247-0850 to reach John and the Epiphany Capital team.

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