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How to Find a Financial Advisor

January 8, 2017

cfpPeople seek professional financial help for a variety of reasons, which might include starting a new business, earning more income, investing for the first time, or getting married or divorced. Those interested in investment management, estate planning, retirement planning or saving for a child’s education are also good candidates for professional financial advice.

More than 75,000 certified financial planners are in business in the United States, according to the CFP Board. Narrowing down the selection to find the best wealth management professional for your needs is a difficult process, but it can be easier if you’re aware of what qualities you should look for in a financial advisor and what it means to be certified. Here’s information that will help you make the right choice.

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