Advertising Certified Financial Planner Investment Planning 
The Big Picture
DECEMBER 28, 2022
RITHOLTZ: I read a crazy statistic somewhere, I don’t recall if it was in the book or elsewhere, in the state of Pennsylvania, the certified financial planners, something like 96% of them in the state work for Vanguard. And most people really ought to have a good investment plan, but they don’t.
Sara Grillo
SEPTEMBER 26, 2022
The advertisements that they produce that says that anyone can call themselves a CFP. It’s baffling to me because actually, the only people who can really do… [unintelligible] anyone can say they’re a financial planner?
Sara Grillo
SEPTEMBER 12, 2022
Despite the incidences mentioned in #5, the CFP Board has spent millions in advertising telling consumers they should always trust a CFP® professional and if they don’t have the CFP designation you just don’t know about their integrity. Verify a CFP® Professional, Financial Advisor U4’s. JR feels this is harmful to consumers. #7
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