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Tag Archives: Certified Financial Planner Board of Standards

Deciding if a Financial Adviser Is Right for the Job

By Gregory Tendrich, P.A. | Posted on June 15, 2016

By PAUL SULLIVAN JUNE 10, 2016 A few years ago, the board that administers the certified financial planner designation decided to test the idea that investors will ask pointed questions of a prospective adviser and not be fooled by a slick presentation. So the Certified Financial Planner Board of Standards hired a professional D.J…. Read More »

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