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

Daniel Wolthuis
Everyday Steward, a division of Ronald Blue & Co., LLC
(770) 280-6172
300 Colonial Center Parkway, Suite 350
Roswell, GA
Expertises
Hourly Financial Planning Services, Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules, College/Education Planning, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Melissa Hallmark
Sanders Financial Management, Inc.
(770) 448-5111
3455 Peachtree Road NE
Atlanta, GA
Expertises
Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, MBA

David Polstra
Brightworth, LLC
(404) 760-9000
3280 Peachtree Road, NE, Suite 2075
Atlanta, GA
Expertises
Charitable Giving - Trusts & Foundations, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CIMA, CPA/PFS

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

Clifford O'Conner
C.W. O'Conner & Associates, Inc.
(770) 368-9919
7074 Peachtree Industrial Blvd., Suite 100
Norcross, GA
Expertises
Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, High Net Worth Client Needs, Ongoing Investment Management, Real Estate Investments, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, ChFc, CPA

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

Jon Houk
JPH Advisory Group, Inc.
(770) 859-0076
600 Galleria Parkway, Suite 1600
Atlanta, GA
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Retirement Plan Investment Advice, Tax Planning, High Net Worth Client Needs, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Scott Winkler
Winkler Financial Planning, LLC
(770) 447-0059
300 Colonial Center Parkway
Roswell, GA
Expertises
Investment Advice without Ongoing Management, Hourly Financial Planning Services, Middle Income Client Needs, Tax Planning, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

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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