Skip to main content
In the News

This Financial Move Causes Even Wealthy Celebs Anxiety — But the Experts Agree It’s Worth It

By Jessica Roy January 05, 2026 San Francisco Chronicle

For complex financial needs such as retirement planning, insurance selection or tax decisions, experts recommend working with a fee-only CFP® professional. Consumers can use resources such as CFP Board’s Lets Make A Plan website to find qualified advisors and are encouraged to take advantage of introductory consultations to confirm fiduciary status, fee transparency and relevant experience.

Read More at San Francisco Chronicle

San Francisco Chronicle
Jessica Roy
January 5, 2026