How to Pick the Right Financial Advisor

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How to Pick the Right Financial Advisor

Apr 12, 2013

Many consumers automatically discount hiring someone to help manage their wealth because they’re afraid it’s too costly or they don’t meet a certain earnings threshold, but there are experts available to help people of all income levels.
“There are so many financial advisors that you don’t have to settle…. you don’t have to have a huge net worth [to work with one],” says Marcia Miller, president of Wealth Planning Services.
When evaluating potential money managers, experts advise verifying candidate’s education, experience and ethic requirements and that they have passed a series of examinations administered by the Certified Financial Planner Board of Standards.

You want to find a CERTIFIED FINANCIAL PLANNER™ [professional] (CFP® professional) with a broad-based knowledge of the financial industry, recommends Susan Fulton, founder of FBB Capital Partners. Read more >

Donna Fuscaldo
April 12, 2013

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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