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5 Types of Financial Advisors: Which One Is Right for You?
The term “financial advisor” is broad and can apply to anyone offering financial guidance, though the services and qualifications vary widely. A CERTIFIED FINANCIAL PLANNER® professional, certified by CFP Board, is a highly trained advisor who must act in your best interest and is equipped to handle a wide range of financial matters.
BankrateJames Royal, Ph.D.
April 14, 2025