Media Mention – Matt Witter – Companion Adviser
Financial advisor Matt Witter, CFP®, CEP, ChFC®, AIF®, was quoted in Comparison Adviser discussing how investors should consider approaching concentrated stock positions. In this educational article, Witter emphasizes the importance of shifting the conversation away from the stock itself and toward the broader financial plan. This helps investors evaluate how a large single-stock holding may fits into their long-term goals, cash flow needs, and risk tolerance.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.