The personal finance experts at Kiplinger Personal Finance, who have been helping Americans manage their finances since 1920, explain why you may want to ask a CFP® to chair your financial team.
“You can avoid conflicts by working with a Certified Financial Planner. CFP®s must act as fiduciaries, putting their clients’ best interests above their own. Among other requirements, a CFP® must pass an exam on personal financial planning and have 4,000 hours of apprenticeship with a CFP® or 6,000 hours of professional experience.”
Lisa Gerstner, Contributing Editor and Sandra Block, Senior Editor, “Find the Right Financial Advice at the Right Price,” Kiplinger’s Personal Finance, April 4, 2018
The Takeaway: Your financial future matters, so make sure to get the right advice. Mari has over 56,000 hours working with clients to help them make the most of their money. That’s a tough record to beat!