Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?
Zoe Financial
FEBRUARY 21, 2023
When looking for a financial advisor, ensure they’re certified. Certifications should keep an eye out for are: Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®). CFAs also show accounting, economics, portfolio management, and security analysis knowledge.
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