But finding the best financial advisor for you isn’t always easy. Simply typing “financial advisor near ... financial planning, including investments, taxes and insurance. The CFP Board ...

If you search “financial advisor near me,” you’ll probably end up with ... any advisor who works for it — meets your financial planning needs and has expertise in the areas where you ...

But perhaps the most popular designation is certified financial planner (CFP). While not every CFP has exactly the same areas of expertise, they each have met stringent requirements and passed ...

This article was expert reviewed by Jovan Johnson, MBA, CFP®, CPA/PFS, and founder of Piece of Wealth Planning LLC. A Certified Financial Planner ... both in the near term while also preparing ...

If you are searching for a financial planner, know that quality is more important than quantity. Distinguishing between various distinctions, such as CFP® vs. CPA, is key to making sure you ...

Fact checked by Yarilet Perez The term "financial planner" evokes images of wealthy families in elegant mansions, supported ...

Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a published author of several books. Doretha Clemons, Ph.D., MBA, PMP, has been a ...

A certified financial planner has met rigorous education ... and these advisors told me what their day-to-day jobs look like.” Many CFP alternatives specialize in specific areas.