Financial Planners Charleston SC

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Charleston, SC that can help answer your questions about Financial Planners.

Helen Berenyi
Red Triangle, LLC
(843) 573-7277
210 Coming Street, Suite C
Charleston, SC
Expertises
High Net Worth Client Needs, Financial Issues Between Generations, Divorce Planning, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

Ms. Helen C. Berenyi, CFP®
(843) 573-7277
210 Coming St Ste C
Charleston, SC
Firm
Red Triangle

Data Provided By:
Mr. Kirk Weichsel, CFP®
(843) 720-9417
17 Lockwood Dr
Charleston, SC
Firm
Merrill Lynch

Data Provided By:
Mrs. Lucinda E. Shields, CFP®
(843) 577-9700
158 Meeting St Fl 2
Charleston, SC
Firm
UBS Financial Services Inc

Data Provided By:
Mr. Andrew Aylward Dalrymple, CFP®
(843) 766-0253
1309 Sam Rittenberg Blvd
Charleston, SC
Firm
First Southeast Investor Services
Areas of Specialization
Asset Allocation, Charitable Giving, Education Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000



Data Provided By:
William Prewitt
Charleston Financial Advisors, LLC
(843) 722-3331
4 North Atlantic Wharf, Suite 200
Charleston, SC
Expertises
Ongoing Investment Management, Women's Financial Planning Issues, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Mr. Nicholas F Safrit, CFP®
(843) 266-6903
100 Calhoun St Ste 300
Charleston, SC
Firm
Elliott Davis Investment Advisors

Data Provided By:
Mr. Brannigan Heath Beam, CFP®
(843) 277-3197
40 Calhoun Street Ste 240
Charleston, SC
Firm
Northwestern Mutual Financial
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Small Business Planning, Wealth Management

Data Provided By:
Mr. Michael E. Felton Ii, CFP®
(843) 329-1343
152 E Bay St
Charleston, SC
Firm
First Citizens - Capital Management

Data Provided By:
Heath Johnson, CFP®
40 Calhoun St Ste 240
Charleston, SC
Firm
Northwestern Mutual Financial Network

Data Provided By:
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Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina