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The Advisor Abyss: 7 Critical Financial Advisor Selection Errors to Avoid

By Riley Adams, CPA November 04, 2025 WealthUpdate

Common mistakes when choosing a financial advisor include not verifying credentials, such as CFP® certification, which indicates a commitment to fiduciary standards and ongoing education. Starting early with a financial planner provides more time to build a solid financial plan and establish good financial habits.

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WealthUpdate
Riley Adams, CPA
November 4, 2025