October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit
In the News
These Are the Red Flags to Watch Out for When Picking a Financial Advisor, Experts Say
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.
CNBCJessica Dickler
September 22, 2025