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in2herbs

(3,859 posts)

10. He was a Certified Financial Planner (see CFPB) and he was the 2024 Forbes Best-In-State Wealth Advisors for AZ.

Reply to harumph (Reply #5)

Wed Jul 16, 2025, 06:15 PM

Jul 16

He died in 8/24.

When I filed a complaint with the CFPB on 1/18/2024 they said they wouldn't release their findings but appreciated the fact that I filed a complaint because "The willingness of individuals to provide CFP Board with this type of information enables us to better protect the public."

Question: how is the public protected from these predatory CFPs if no info about these predatory CFPs is released to the public?

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Trump Executive Order to Help Open Up 401(k)s to Private Markets [View all] Kid Berwyn Jul 16 OP

OK with people voluntarily selecting "trump endorsed" investments in their 401Ks, if they are stupid enough to do so. Silent Type Jul 16 #1

Great suggestion! Kid Berwyn Jul 16 #2

You can bet those "private markets" will push privately held REITS and when that happens you will never in2herbs Jul 16 #3

Wow. Was he a fiduciary? harumph Jul 16 #5

He was a Certified Financial Planner (see CFPB) and he was the 2024 Forbes Best-In-State Wealth Advisors for AZ. in2herbs Jul 16 #10

Real Estate Investment Trusts Kid Berwyn Jul 16 #6

The thing to remember is that the beneficiaries of your estate have no control over these investments and may in2herbs Jul 16 #11

What will they think of next? Kid Berwyn Jul 16 #12

They're going to steal your money. nt Hotler Jul 16 #4

It's a big part of how the rich get richer. Kid Berwyn Jul 16 #7

Screw the small man with fees Johonny Jul 16 #8

It's an untapped well for the rich to take. Kid Berwyn Jul 16 #9

I have a self directed IRA SonOfNebanaube Jul 16 #13

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