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Financial Advisor vs. Financial Planner: What You Need to Know

By Molly Grace August 15, 2025 Wall Street Journal (Buy Side)

Financial advisors and financial planners offer overlapping services, but their qualifications and obligations can differ significantly. Those with CERTIFIED FINANCIAL PLANNER® certification have met strict educational, ethical and fiduciary standards, making them well-suited for creating comprehensive financial plans.

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Wall Street Journal (Buy Side)
Molly Grace
August 15, 2025