It was important to Joe and Kendall to find someone with the CERTIFIED FINANCIAL PLANNER™ professional designation so that they knew the advisor would put their interests first and was well versed in all aspects of financial planning and investment management. Additionally, they wanted an advisor...
It was important to Joe and Kendall to find someone with the CERTIFIED FINANCIAL PLANNER™ professional designation so that they knew the advisor would put their interests first and was well versed in all aspects of financial planning and investment management. Additionally, they wanted an advisor...
Financial Advisorsat these firms invest your money in a mix of funds and assets based on your short and long-term financial goals. Typically their company earns a 1 to 2 percent commission for all of your assets under management. Using a planner at large investment companies may be a more ...