How To Find the Best Financial Advisor for You

Credentials

Financial advisors come from many different backgrounds and offer a variety of different services. Their credentials provide insight into their education, experience and areas of practice. Here are some of the most common titles held by financial advisors.

CERTIFIED FINANCIAL PLANNER[™ professional]

The CFP[® certification] is a professional designation issued by the Certified Financial Planner Board of Standards. Someone who holds this designation is best at offering general planning advice on a wide variety of personal finance issues, including investing, saving, paying for college, purchasing long-term care insurance, choosing a mortgage and planning for an estate.

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Cynthia Measom
April 16, 2021