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

In the News

What Is an Investment Advisor and What Do They Do?

By Haegele and Giovanny Moreano January 16, 2025 Bankrate

An investment advisor or broker helps clients select investments for a fee, and these professionals are regulated by the SEC or state authorities. When searching for an advisor, trusted directories like CFP Board’s can help you find candidates with recognized credentials like CFP® certification.

Read more at Bankrate

Bankrate
Bob Haegele and Giovanny Moreano
January 16, 2025