How to Pick a Team of Financial Pros

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How to Pick a Team of Financial Pros

Aug 26, 2010

If you want an investment expert, a broker could be all you need. But if you want someone to offer a comprehensive evaluation of your overall financial picture — from estate considerations to retirement planning to taxes — you should look for a CERTIFIED FINANCIAL PLANNER[™ professional].

The Star-Ledger
Karin Price Mueller
August 26, 2010

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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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Don't address your finances individually. Pull your finances together with the help of a CFP® professional.