Park Place Financial

SEPTEMBER 8, 2022

Certified Financial Planner (CFP) . One of the best financial advisors available, CFPs earn board certification that represents their intensive training, commitment to observing ethical standards, and dedication to putting clients first. Some advisors do not observe fiduciary duty but are bound to a suitability standard.

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Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Sara Grillo

DECEMBER 22, 2023

It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. I was recently featured in a MarketWatch article about how to find a good financial advisor. Read it here.

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Walkner Condon Financial Advisors

APRIL 21, 2023

However, they are not required to act in the best interests of the client; whereas a fiduciary is required to place their clients’ best interests ahead of their own. At Walkner Condon, all of our advisors are fiduciaries for our clients. What is a Certified Financial Planner (CFP) ? Alicia Vande Ven , M.S.,

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Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

International College of Financial Planning

AUGUST 31, 2023

Some of the personal financial advisors get registered as RIA (Registered Investment Advisor) with the Securities and Exchange Board of India and operate on a Fee-only model. Their fiduciary duty obliges them to always act in the best interests of their clients, minimizing potential conflicts of interest.

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Portfolio Certified Financial Planner Investing Investments 52