Skip to main content

CFP.net will be undergoing scheduled system maintenance from Tuesday, October 20, at 6:00 p.m. ET until midnight. Learn More

In the News

Investment Advisors: What They Do and How to Choose One

By Bob Haegle August 27, 2025 Bankrate

Investment advisors differ from financial advisors in the services they offer. CFP Board’s website is a great source for finding a trusted advisor, as CFP® certification is a mark of credibility and ethics.

Read More at Bankrate

Bankrate
Bob Haegle
August 27, 2025