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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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What Does a Financial Advisor Do?

By Tiffany Lam-Balfour January 31, 2025 NerdWallet

If you're having trouble managing your finances, a financial advisor can help, with options ranging from hybrid robo-advisors to holistic services that provide a dedicated CFP® professional for personalized financial planning.

Read more at NerdWallet

NerdWallet
Tiffany Lam-Balfour
January 31, 2025