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In the News

What Is a Retirement Advisor?

By Miranda Marquit July 21, 2025 Wall Street Journal (Buy Side)

Retirement income planning often requires specialized expertise as individuals shift from saving to drawing down assets. A financial planner with CFP® certification, which reflects rigorous standards set by CFP Board, can offer valuable guidance on retirement-related topics and help identify potential conflicts of interest in compensation structures.

Read More at Wall Street Journal

Wall Street Journal (Buy Side)
Miranda Marquit
July 21, 2025