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In the News

10 Questions to Ask a Financial Advisor

By Andrea Coombes January 31, 2025 NerdWallet

Before choosing a financial advisor, it's important to ask about their qualifications and ensure they’re the right fit for your needs. Financial professionals often have a variety of credentials, so it's essential to vet them, whether they’re called an "investment advisor" or hold the CERTIFIED FINANCIAL PLANNER® certification.

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NerdWallet
Andrea Coombes
January 31, 2025