Others offer each client a dedicated certified financial planner — a credential that requires extensive training — who works with you to build your investment portfolio and create a complete ...
Do you plan to retire one day? Maybe get married or go to college? How about paying down some debt? These are all reasonable and attainable financial goals. For many of us, however, it's not ...
Most people prefer to hire a certified financial planner, or CFP. However, there are also skilled financial planners with different titles. For instance, a personal financial specialist (PFS) is a CPA ...