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5 Types of Financial Advisors: Which One Is Right for You?

By James Royal, Ph.D. April 14, 2025 Bankrate

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.

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Bankrate
James Royal, Ph.D.
April 14, 2025