Alliance of Comprehensive Planners (ACP) member Joseph Alfonso, founder and principal of Aegis Financial Advisory, will be a featured guest on "Your Money" on Tuesday, May 26, 2015, at 5:30 PM EDT. The show is broadcast on SirusXM Business Radio Channel 111, powered by the University of Pennsylvania Wharton School.
John Bogle is one of many financial planning heavyweights headlining the November event. ACP found Bert Whitehead, Michael Kitces of The Kitces Report and Vanguard's Colleen Jaconetti are among this year's featured presenters. Visit acplanners.org for more information.
ACP, formerly Alliance of Cambridge Advisors (ACA), welcomes Guide Financial as a premier technology partner. Guide will offer its products to ACP members and support the organization's efforts to broaden access to holistic financial planning advice.
ACP members Jonathan Heller, author of Cheap Stocks, was ranked eighth while Brent Perry of the Piedmont Financial Advisors' blog was listed as the 33rd top financial advisor blogger by Michael Kitces. Heller and Perry were also recently ranked in Brightscope's 100 Most Social Financial Advisors.
Alliance of Comprehensive Planners (ACP), formerly Alliance of Cambridge Advisors, has elected Lois Basil, CFP®, and Al S. Davis, CFP®, EA, to the ACP Board of Directors. Basil and Davis bring years of experience to the board. Basil, who joined ACP in 2010, opened Basil Financial Group in 2011 in Chicago, Ill. Davis, owner of Davis Financial Planning in Asheville, N.C., joined ACP in 2010.
Alliance of Cambridge Advisors (ACA) changed their name to the Alliance of Comprehensive Planners (ACP). Alliance of Comprehensive Planners are the resource for fee-only financial planners looking to join a community of advisors. All members are trained in the ACP System, a comprehensive planning methodology for working with clients.
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