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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 Wealth Management

Wealth Building Portland Oregon

What’s the Difference Between a Wealth Advisor and a Financial Advisor?

News, Wealth ManagementBy The H Group, Inc.February 7, 2024

    The financial landscape is often a maze of complex concepts, intricate strategies, and varied professionals. In the quest for financial health and wealth building, you might have come…

Portland Wealth Advisors

What is a Good Financial Advisor?

News, Wealth ManagementBy The H Group, Inc.October 18, 2023

A good financial management advisor, also known as a financial advisor or financial planner, provides comprehensive and personalized guidance to individuals, families, or businesses to help them achieve their financial…

wealth management in portland

Investment Wealth is the Gateway to a Sound Financial Future

NewsBy The H Group, Inc.August 25, 2023

  Within the intricate and dynamic world of finance, investment wealth has steadily emerged as a vital foundation for discerning investors. Particularly for those in areas like Portland, Oregon, where…

Financial Planner in Portland Meeting

Common Financial Challenges Addressed by a Financial Wealth Advisor in Portland Oregon

NewsBy The H Group, Inc.August 8, 2023

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

© 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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