Why You Should Use A CFP

“If you’re looking for broad-based advice about various aspects of your financial life, hire a certified financial planner, or CFP. These professionals must pass an extensive ten-hour exam and meet other education and ethics requirements to gain the credential. … Picking an adviser is like choosing a mate. Find the right match.”

Susannah Snider, “What You Need to Know About Financial Planners,” Kiplinger’ Personal Finance, May 2013

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!
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