Clark M. Blackman II is founder and CEO of Alpha Wealth Strategies, LLC, a fee only RIA wealth advisory firm with offices in Houston and Kingwood, Texas. A CFA, CPA/Personal Financial Specialist, CFP, CIMA and Accredited Investment Fiduciary, he has provided financial, tax and investment advice to high net worth individuals for over 30 years.Clark Blackman
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Legislation Of Financial Planners in New York Needs Work Legislators in the state of New York are considering a bill to require planners with clients age 60 or older to be Certified Financial Planners©. Well intentioned, though not well considered, such a law highlights major problems in the financial planning industry but would do little to fix them. |
