July 21st, 2023, Scottsdale, AZ— My Financial Coach (MFC) is very pleased to present a brand new Subject Matter Expert (SME) added to our team of vetted experts. Let’s welcome Sterling Advisor Solutions!
Sterling is dedicated to helping financial advisors and their clients by offering turnkey solutions to a wide variety of client situations ranging from the sale of businesses, real estate, or concentrated stock positions to the appropriate pre-planning for end-of-life retirement account protection. They provide comprehensive foundation management services as well.
Read more about their team on their SME page.
If you have any questions about our Subject Matter Expert (SME) partnerships, or would like to get started with financial planning to see if one of our SMEs services may be of interest for you, schedule a call with us using the button below:Learn More
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.