In the News
To CFP or Not to CFP?
The public is increasingly aware that the financial advice ecosystem is filled with individuals who can claim the title of financial advisor or planner without meaningful credentials. While working with a CFP® professional is a strong starting point, it's important to remember that these credentials should be just one factor in your decision, not the final one.
Read more at The White Coat Investor
The White Coat InvestorDr. Tyler Scott, CFP®
January 17, 2025