In the News
Conflicts of Interest: Who’s Paying for That Steak Dinner?
Many people assume a financial adviser will try to sell commissioned products, but those tools are not always appropriate and misaligned incentives can create conflicts of interest. To avoid this, it helps to research how an adviser is licensed and compensated and to verify credentials through resources like LetsMakeAPlan.org, which confirms whether someone is a CFP® professional.
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Los Angeles Daily NewsTeri Parker
March 15, 2026