In the News
Financial Advisor vs. Financial Planner
As your financial needs evolve, consider consulting either a financial advisor or planner, recognizing that while the terms may overlap, they typically offer distinct services. The CFP® designation is the standard in financial planning, with CFP® professionals committed to acting as fiduciaries.
USA TodayCoryanne Hicks, Hannah Alberstadt, Farran Powell
April 17, 2024