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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

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The 7 Immutable Secrets to Finding the BEST Financial Planner for Unshakeable Retirement Security

By WalletInvestor October 06, 2025 CoinMarketCap

When seeking a financial planner for guidance on retirement security, key requirements include fee-only fiduciary status and expertise in withdrawal strategies and tax-efficient distribution planning. While CFP® certification signals expertise, an advisor may also hold more specialized retirement certifications.

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CoinMarketCap
WalletInvestor
October 6, 2025