financial advice

What You Should Know About Certified Financial Planners

Wealth Management / By Rodney D. Wade, CFP®, AIF®, EA, MST

Certified Financial Planners™ (CFP®) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners™ are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her …

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