‘Have We Not Learned Lessons?’ I’m Worried My Money Is Just Funding My Adviser’s Life. How Can I Be Truly Sure He’s Not a Crook?

An individual wary of financial advisors’ trustworthiness is encouraged to vet them carefully, with CFP Board’s website serving as a resource to find CFP® professionals. CFP Board’s Financial Planning Longitudinal Study found that clients of CFP® professionals report living more comfortably than those who work with other advisors or have no advisor.

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