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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: Find the Right Fit for Your Financial Goals

By Jake Safane November 08, 2024 Business Insider

A financial advisor can assist with retirement planning, investment portfolios and budgeting to achieve your financial goals, but it's important to consider their specialties, certifications and fee structure. Look for qualifications like the CFP® designation, which requires extensive training, experience and ongoing education to ensure expertise in financial planning.

Read more at Business Insider

Business Insider
Jake Safane
November 8, 2024