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The Financial Advisor Audit: 7 Mistakes to Avoid When Hiring a Financial Advisor

By Riley Adams, CPA February 03, 2026 WealthUpdate

Selecting the right financial advisor can make a major impact on financial management, offering holistic advice that aids in the path to financial freedom. CFP® certification is one of the most important designations to look for, requiring at least 30 hours of continuing education every two years and a commitment to act as a fiduciary when providing financial advice.

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WealthUpdate
Riley Adams, CPA
February 3, 2026