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In the News
The CNBC FA 100 Ranking Recognizes Advisory Firms That Help Clients Navigate Big Financial Decisions
Many investors think they can do it themselves when the market is continually rising, says CEO Kevin R. Keller, CAE. However, “it’s that volatility where I think the value of a CFP® professional or a professional advisor really makes a difference.”
CNBCKate Dore, CFP®
September 12, 2023