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One Surprising Way You Should Be Vetting a New Financial Adviser, But Probably Aren’t

By Alisa Wolfson January 04, 2023 MarketWatch

Finding the right financial advisor can be key for hitting your financial goals, but “it will take some work and research,” says CFP Board Managing Director of Professional Practice John Loper, CFP®. CFP Board Ambassador Grace Yung, CFP® suggests a practical way to vet a new financial advisor.

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MarketWatch
Alisa Wolfson
January 4, 2023