Our professional staff continues to be sought after speakers, contributors to the media, and community leaders.

In the News

Melissa Joy, CFP®: Melissa was quoted May 4, 2016 by Yahoo! Finance in an article titled “Pay down debt now or save: Here’s how to choose” by Amy Fontinelle. A16-023724

Melissa Joy, CFP®: Melissa was quoted on May 3, 2016 by FA Magazine in an article titled, “Women Advisors: How To Diversify The Advisor Practice” by Dan Jamieson. A16-023852

Laurie Renchik, CFP®: Laurie was quoted May 2, 2015 by Financial-Planning.com in an article titled “A tricky problem: succession planning for IBDs” by Donald Jay Korn. A16-023724

Sandra Adams, CFP®: Sandy was quoted on March 11, 2016 by Investor’s Business Daily in an article titled, “Advisors’ Strategies To Avoid Estate Planning Squabbles” by Morey Stettner. C16-025031

Sandra Adams, CFP®: Sandy was quoted on February 1, 2016 by FA Magazine in an article titled, “Advisor Innovation And Client Dementia” by Steven A. Starnes. C16-025031

Matthew Chope, CFP®: Matt was quoted on January 19, 2016 by DailyWorth in an article titled, “Make 2016 Your Best Financial Year Yet” by Addie McHale. C16-025031

Melissa Joy, CFP®: Melissa’s blog titled 9 Tips for Making Newsletters That Actually Communicate With Clients was published on December 10, 2015 by onwallstreet.com A15-053305

Melissa Joy, CFP®: Melissa’s blog titled How to Decide How (and How Much) You Give to Charity, was published by Money Magazine on December 9, 2015. A15-053305

Sandra Adams, CFP®: Sandy was quoted November 7, 2015 by Barron’s in an article titled “Retirement: How to Live Well” by Reshma Kapadia. A15-049953

Melissa Joy, CFP®: Melissa was quoted on October 15, 2015 at bankinvestmentconsultant.com in a blog she wrote titled, “How Your Clients Can Avoid Future Estate Squabbles.” A15-043883

Melissa Joy, CFP®: Melissa was quoted on October 2, 2015 at financial-planning.com in a blog she wrote titled, “Going Beyond the 529 Plan.” A15-043883

Timothy Wyman, CFP®, JD: Tim was quoted in an article in the Santa Cruz Sentinel on September 25, 2015 titled, “Retirees brace for hardship as multi-employer pension cuts loom,” by Janet Kidd Stewart, Chicago Tribune. A15-039965

Timothy Wyman, CFP®, JD: Tim was quoted in an article in The Detroit News on August 24, 2015 titled, “Panic at the stock market? Not so fast” by Brian J. O’Connor. A15-034134

Nick Defenthaler, CFP®: August 2015, Nick was quoted on Bankrate.com in "7 investing tips for 40-somethings" by Ana Gonzalez Ribeiro. A15-030387

Melissa Joy, CFP®: Melissa wrote an article published in the July 2015 issue of Financial Planning Magazine, “Social Security & Divorce: 6 Ways to Maximize Income.” A15-027996

Melissa Joy, CFP®: Melissa was quoted June 30, 2015 by Financial-Planning.com in an article titled “37 Smart Ways to Upgrade Your Practice” by Andrew Shilling. A15-026578

Nick Defenthaler, CFP®: Nick was quoted June 1, 2015 by Financial-Planning.com in an article titled “Trim the Tax Bite on Capital Gains” by Donald Jay Korn. A15-021445

Sandra Adams, CFP®: Sandy was quoted May 19, 2015 on Financial-Planning.com in an article titled “What to Do When Clients Show Signs of Dementia” by Dave Lindorff. A15-020249

Matthew Chope, CFP®: Matt was quoted on April 23, 2015 in Financial Advisor IQ in an article titled, “Advice Firms Struggle to Get Compensation Right” by Murray Coleman. A15-017797

Sandra Adams, CFP®: Sandy wrote an article in March 2015 for the Practical Compliance and Risk Management Magazine titled Client Diminished Capacity from the Compliance Perspective. A15-010987

Laurie Renchik, CFP®: Laurie was quoted in an article published in the Wall Street Journal in March 2015, titled "Voices: Laurie Renchik on Getting Women to Save for Retirement." A15-010584

Melissa Joy, CFP®: Melissa wrote an article published April 2015 in Financial Planning Magazine titled "Your Clients Deserve a Second Opinion." A15-017169

Melissa Joy, CFP®: Melissa wrote an article in March 2015 published on Financial-Planning.com titled "Why I Don’t Make Forecasts." A15-010982

Melissa Joy, CFP®: Melissa was quoted in an article published in the Wall Street Journal in February 2015, titled “Voices: Melissa Joy, on Redesigning Your Office Space

Sandra Adams, CFP®: Sandy was quoted in January 2015 in a Financial Advisor IQ article titled, "Tackle the Elephant in Room, Tactfully." 

Click here to view In the News between years 2006 - 2014.

Awards & Recognition

Center named as #247 on Financial Advisor Magazine’s 2016 RIA Ranking

Center for Financial Planning, Inc. has been recognized among the nation’s top-ranked investment advisory firms for the past six consecutive years. Financial Advisor Magazine ranks the top registered investment advisory firms (RIAs) across the country based on a survey of firms’ assets under management and percentage of growth. This award is bestowed by an independent third party organization not affiliated with Raymond James.

Center Named to 2016 Financial Times 300 Top Registered Investment Advisors

The Center has been named to the Financial Times 300 Top Registered Investment Advisers.  The list recognizes top independent RIA firms from across the United States.  This is the third annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.  More than 1,500 pre-screened RIA firms were invited to apply for consideration, based on their assets under management (AUM).  Applicants that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility; and compliance records. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Center named as #239 on Financial Advisor Magazine’s 2015 RIA Ranking

Center for Financial Planning, Inc. has been recognized among the nation’s top-ranked investment advisory firms for the past five consecutive years. Financial Advisor Magazine ranks the top registered investment advisory firms (RIAs) across the country based on a survey of firms’ assets under management and percentage of growth.

Center Receives Technology Best Practice Award

Investment News recognized Center for Financial Planning, Inc. as one of 12 firms to receive a Technology Best Practice award. The criteria for the award was based on qualitative results from the Investment News 2015 Adviser Technology Study. In the words of Mark Bruno, Associate Publisher of Investment News, in an article about the awards, “the winners think about their practices and businesses as CEOs rather than just advisers. All of these firms are run by people with a long term vision.”

Center Named to 2015 Financial Times 300 Top Registered Investment Advisors

The Center has been named to the Financial Times 300 Top Registered Investment Advisers.  The list recognizes top independent RIA firms from across the United States.  This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.  More than 2,000 elite RIA firms were invited to apply for consideration based on assets under management (AUM).  The 630 RIA firms that applied were graded on six criteria:  AUM, AUM growth rate, years in existence, advanced industry credentials, online accessibility and compliance records.

Click here to view Awards between years 2006-2014.