Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Elizabeth Schroeder (CRD# 6439457) is an Investment Advisor Representative working at Plunkett & Associates, Inc. in Carrollton, GA and has 1 year of experience in the finance industry. Elizabeth Schroeder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
A fee-only Management Consulting, Investment Advisory, and Financial Planning firm
- Tax & Business Planning
- Management & leadership Consulting
- Financial, Estate, Tax, & Wealth Management
- Retirement Plan Design, Implementation, & Administration
Whether providing advice regarding tax, investments & wealth management, business structure & strategy, or retirement plan design ...
NPV Advisory works as a fiduciary. No commissions are ever accepted. You pay only for our holistic, experience-based advice
Matthew Fassnacht (CRD# 5935670) is an Investment Advisor Representative working at Meridian Investment Partners in Atlanta, GA and has over 15 years of experience in the finance industry.