Financial Advisor vs Financial Planner: What's the Difference?
Автор: Carson Wealth
Загружено: 2024-01-24
Просмотров: 54
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Identifying the differences between a financial advisor and a financial planner can be difficult to do. That’s because both are unregulated terms, so professionals with different backgrounds or specialties may use the same title. Find out what you should be looking for when seeking professional financial advice.
Want help finding the right financial advisor for you? Take our Advisor Match (https://info.carsonwealth.com/advisor...) quiz today. You can also learn more about the CFP ( • What is a CFP®? ) and CDFA ( • What is a CDFA? ) designations in our related videos.
➡️ For more videos from the #FinancialFlash series: https://bit.ly/financialflash
Take our quiz to see how prepared you are for retirement: https://www.carsonwealth.com/retireme...
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