Certified Finance Specialists Newnan GA

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Desmond Quigley
Quigley Financial
(678) 520-2327
132 Terrane Ridge
Peachtree City, GA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Tax Planning, Cash Flow/Budgets/Credit Issues, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Roman Franklin
Franklin Financial Planning, Inc.
(678) 552-1087
235 Stonewall Ave W
Fayetteville, GA
Expertises
Ongoing Investment Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Real Estate Investments, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, RFC

Lesley Cole
Ronald Blue & Co., LLC
(770) 644-0500
2100 Riveredge Pkwy, Suite 1100
Atlanta, GA
Expertises
High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Ongoing Investment Management, Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

John Faber
Ronald Blue & Co., LLC
(770) 280-6000
300 Colonial Center Pkwy, Suite 300
Roswell, GA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Gary Bell
Ronald Blue & Co., LLC
(770) 280-6000
300 Colonial Center Pkwy, Suite 300
Roswell, GA
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MAcc

Thomas Tillery
Paraklete Financial, Inc.
(770) 367-6167
1121 Astoria Lane
Peachtree City, GA
Expertises
Investment Advice without Ongoing Management, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU, CRPC, MSFS, EdM

Jeff Bernier
TandemGrowth Financial Advisors, LLC
(770) 641-6360 Ext: 10
3820 Mansell Road, Suite 290
Alpharetta, GA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, College/Education Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CFS, ChFc

Michael Dayoub
Union Hill Financial Planning
(770) 361-3139
2625 Bethany Creek Court
Milton, GA
Expertises
Helping Clients Identify & Achieve Goals, Tax Planning, College/Education Planning, Retirement Planning & Distribution Rules, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Kenneth Frenke
Kenneth Frenke & Co.
(770) 509-4835
2265 Roswell Road, Suite 100
Marietta, GA
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Financial Issues Between Generations, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Lesley Cole
Ronald Blue & Co., LLC
(770) 280-6000
300 Colonial Center Pkwy, Suite 300
Roswell, GA
Expertises
High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Ongoing Investment Management, Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Become a Finance Specialist

by Blanche Evans

As real estate agents search for new ways to brand themselves as specialists in the real estate transaction, training in the financial aspects of real estate buying and selling is more important than ever. A designation offered by the Residential Financing Council could be an important factor for agents who want to keep themselves at the center of the transaction.

The "Certified Finance Specialist (CFS(r) designation is designed to signify competence and experience in the area of real estate finance, says says Charles Dahlheimer, president of North American Consulting Group, Inc., and former president of REBAC and cofounder of the Accredited Buyer Representative (ABR) designation. Open to real estate and mortgage professionals, the designation is designed to bridge the link between the growth of buyer agency and a new focus on financing.

"The successful agent of the future will be recognized as a professional counselor and negotiator, one who can help the consumer interpret and evaluate information, provide advice and counsel, structure negotiating strategies and manage all aspects of the real estate transaction," says Dahlheimer.

As consumers become empowered with vast amounts of property information via the Internet, their confidence in agents hasn't necessarily grown. Brokers and agents complain across the country of commission compression, and competition from limited service or discount brokerages has put more pressure on traditional agents to distinguish themselves from low-cost competitors in new ways.

According to the "Future of Real Estate Brokerage," a study commissioned by the NAR, the number of real estate transactions has increased, but brokers are not reporting a comparable rise in profitability. In order to restore and enhance profitability, the broker will employ higher-cost technologies to serve consumers more efficiently and develop ancillary services to reduce dependence on commissions as revenue generators, all of which could result in a "a shift of power away from the agent toward the brokerage firm."

Dahlheimer sees an agent well-versed in finance as an asset to the consumer and the brokerage. The proliferation of loan products and the increase in unprincipled lenders using predatory practices, and the rise in buyer's agency all point the way to him that finance is the next great consumer opportunity.

"If the real estate agent is truly representing the buyer's best interests in the transaction, it is necessary for the agent to know what options may be available and to counsel the buyer not only in seeking out the best options, but also in helping them interpret the data that is available," says Dahlheimer.

The designation course is designed to teach agents how to detect and assist the buyer to challenge "junk" fees, to educate them about credit scoring and "A", "B" and "C" paper loans, and how to help buyers pick the loan that's best for their circumstances. Seller's agents are instructed to off...

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