In the News
Do I Need a Financial Advisor?
A recent article highlights the value of working with a financial advisor across key life stages and offers guidance on how to choose the right one. CFP Board Chair Liz Miller, CFP®, CFA® says starting with the CFP® designation ensures a professional meets rigorous ethical and educational standards, and early results from CFP Board’s Financial Planning Longitudinal Study show that working with a CFP® professional can improve financial confidence, planning and overall well-being.
Read More at Wall Street Journal
Wall Street Journal (Buy Side)Miranda Marquit
July 25, 2025