Certified Financial Planner Board of Standards Inc.

11/08/2024 | Press release | Archived content

How to Choose a Financial Advisor: Find the Right Fit for Your Financial Goals

A financial advisor can assist with retirement planning, investment portfolios and budgeting to achieve your financial goals, but it's important to consider their specialties, certifications and fee structure. Look for qualifications like the CFP® designation, which requires extensive training, experience and ongoing education to ensure expertise in financial planning.

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Jake Safane November 8, 2024