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These Are the Red Flags to Watch Out for When Picking a Financial Advisor, Experts Say

By Jessica Dickler September 22, 2025 CNBC

Warning signs to watch for when choosing a financial advisor include a lack of credentials, unclear fees, poor personal connection and pushing products before planning. Experts explain that holding CFP® certification represents an adherence to a fiduciary standard, and clients can use CFP Board’s website to verify an advisor’s background.

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CNBC
Jessica Dickler
September 22, 2025