Episode 2 – Roger Whitney - a podcast by Financial Planning Association

from 2016-01-29T15:58:42

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In this podcast we continue our discussion about financial planning designations with Roger Whitney, CFP®, CIMA®, CPWA®, AIF®. Roger is a partner at WWK Wealth Advisors and publishes the Retirement Answer Man Blog and Podcast. Roger’s pursuit of his designations was born of a desire to be the smartest person in the room when advising clients. […]

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