Choose Your Financial Adviser as You Would a Doctor

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CFP Board in the News

Choose Your Financial Adviser as You Would a Doctor

Aug 27, 2011

I think you'll find the most qualified professionals are registered investment advisers and CERTIFIED FINANCIAL PLANNER[™ professionals]. Both take a fiduciary duty to put your financial interests ahead of theirs. With commissioned financial products and marketing gimmicks out there, this is an important protection….

CFP[® professionals] differ from brokers, insurance agents and most financial advisers in that they look at your finances holistically. They can help you with your insurance coverage, tax situation, savings strategies and estate planning. Read more >

The Oregonian
Brent Hunsberger
August 27, 2011

Speaker's Bureau
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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.