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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

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How To Choose a Financial Advisor for Your Specific Needs

By Cynthia Measom June 30, 2024 GoBankingRates

Choosing the right financial advisor is crucial. A CFP® designation, issued by CFP Board, signifies expertise in providing holistic advice on various personal finance matters, including estate planning, retirement planning and college funding.

Read more at GoBankingRates

GoBankingRates
Cynthia Measom
June 30, 2024