Robert L. Franer III, AAMS® LPL Financial Biography Robert attended Belmont Abbey College in North Carolina where he received an Honors Fellowship through the college’s Honors Institute, and graduated in May 2012 with a Political Philosophy degree. After returning to Cincinnati he joined his father’s business in August of 2012 […]
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Charlie Horonzy, CFP®, CPA
Charlie Horonzy, CFP®, CPA Focused Up Financial, LLC Biography I founded Focused Up Financial because finances are important, yes, but finances are a means to an end, not the end. I founded this firm to help people ultimately focus on their lives. I want to help people who are passionate […]
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3 reasons why we need Catholic Financial Advisors
Many Catholic laity are interested in hiring a Financial Advisor that also shares their Catholic faith. They are hoping to partner with an expert who understands their financial issues, is aligned with their values, and lives in their community. We think it is a necessary to connect Catholics with CFPs®, CPAs, and other experts in personal financial planning that are the right fit for their families.
Continue readingMore TagAndy Flattery, CFP®
Andy Flattery, CFP® Simple Wealth Planning Biography Andrew Flattery, CFP® is the Owner and Financial Advisor at Simple Wealth Planning based in North Kansas City, MO. He is the host of The Reformed Financial Advisor podcast. Flattery specializes in advising young and affluent families in the earlier stages of wealth […]
Continue readingMore TagBen Martinek, CFP®, EA
Ben Martinek, CFP®, CSLP, EA Bona Fide Finance Biography I’m Ben Martinek, founder of Bona Fide Finance, Latin for “in good faith,” and co-founder of Student Loan Tax Experts, a tax business that specializes in filing tax returns for borrowers with large amounts of student loan debt. In both businesses, […]
Continue readingMore TagWelcome to the Catholic Financial Planners Network
Finally, there is a Catholic voice in the personal financial planning space. We Catholics have an obligation to be good stewards when managing our financial lives. Areas like debt, prudent use of income, investing, and even choosing your path to wealth, are all areas that should be viewed from a […]
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