In the News
Questions to Ask a Financial Advisor
Choosing a financial advisor requires trust, and asking the right screening questions can help determine if that trust is warranted. The article notes that CFP® certification signals a fiduciary duty to act in a client’s best interests and features a link to CFP Board’s website to verify an advisor’s certification.
Read More at Wall Street Journal
Wall Street Journal (Buy Side)Molly Grace
August 5, 2025