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What Does a Financial Advisor Do?

By Molly Grace August 20, 2025 Wall Street Journal (Buy Side)

A financial advisor helps clients manage their finances, provides ongoing support and develops a financial plan tailored to each client’s unique goals. The article features CFP Board Ambassador Bridget Venus Grimes, CFP® and notes that CFP® professionals and registered investment advisers (RIAs) are held to a fiduciary standard.

Read More at Wall Street Journal

Wall Street Journal (Buy Side)
Molly Grace
August 20, 2025