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In the News

The CNBC FA 100 Ranking Recognizes Advisory Firms That Help Clients Navigate Big Financial Decisions

By Kate Dore, CFP® September 12, 2023 CNBC

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.”

Read more at CNBC

CNBC
Kate Dore, CFP®
September 12, 2023