Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?
Zoe Financial
FEBRUARY 21, 2023
Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. However, I have very specific investment goals and need to know what characteristics to look for. CFAs also show accounting, economics, portfolio management, and security analysis knowledge.
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