Certified Financial Planner Board of Standards Inc.
09/30/2025 | Press release | Archived content
Know Your Niche: Tailoring Services to Tech Executives
A CFP® professional transitioned from a two-decade career in the tech sector to running his own investment club, eventually building a niche serving tech workers. He noted that earning CFP® certification provides access to professional networks and CFP Board's "Find Your CFP® Professional" tool helps generate a steady stream of clients.
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Financial PlanningBrian Wallheimer September 30, 2025
Certified Financial Planner Board of Standards Inc. published this content on September 30, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on October 23, 2025 at 15:39 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]