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Wealth Management CFP® Advisors – The H Group, Inc.
Independent Wealth Management Solutions
Wealth Management CFP® Advisors - The H Group, Inc.Wealth Management CFP® Advisors - The H Group, Inc.

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Tag Archives: Portland Financial Services

Common Financial Challenges Addressed by a Financial Wealth Advisor

Community Portland, NewsBy The H Group, Inc.April 23, 2024

  In the pursuit of financial well-being, individuals often encounter a myriad of challenges. Navigating these obstacles can be daunting without expert guidance, which is where a financial wealth advisor…

Portland Financial Advisor

What is the Role of a Financial Management Advisor

NewsBy The H Group, Inc.February 20, 2024

In the current landscape of economic uncertainty, the experience of a proficient financial management advisor is indispensable for individuals striving to achieve financial well-being and stability. This role gains even…

Portland Financial Services

Navigating Investments and Wealth: Is Professional Help the Key?

Community Portland, Financial PlanningBy The H Group, Inc.January 19, 2024

In today’s financial landscape, the concept of investments and wealth has become increasingly important. This is especially evident in regions like Portland, Oregon, where people are becoming more conscientious of…

© Copyright The H Group Inc. All Rights Reserved. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investment Advisory services are offered by The H Group, an SEC Registered Investment Advisory firm. Advisory services are only offered where The H Group and its representatives are properly licensed or exempt from licensure. The Certified Financial Planner® (CFP®) certification is obtained by completing an advanced college-level course of study addressing the financial planning subject areas that the CFP® Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, a comprehensive certification exam and agreeing to be bound by the CFP® board’s standard of professional conduct. As a prerequisite, the individual must have a bachelor’s degree from an accredited college or university and have at least 3 years of full-time financial planning experience (or equivalent). This designation requires 30 hours of continuing education every 2 years and renewing agreement to be bound by the standards of professional conduct.

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