Finding an Adviser

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Finding an Adviser

Nov 27, 2011

Financial advisers aren't just for people with hefty portfolios. An adviser can help young adults make the most of their limited income as well as show them how to steadily build savings and manage debt.

As a fledgling investor, you'll want an adviser who takes on clients with relatively few assets, is willing to teach you the basics of investing and whose fees won't drain your assets.

Meet with at least three advisers before settling on one to work with, suggests Eleanor Blayney, [CFP®,] the consumer advocate for the Certified Financial Planner Board of Standards, which certifies advisers. Read more >

The Wall Street Journal
Rachel Louise Ensign
November 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.
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