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Why you would want a CFP financial advisor — and 3 reasons it may not matter as much as you think episode artwork

EPISODE · Jun 17, 2024 · 8 MIN

Why you would want a CFP financial advisor — and 3 reasons it may not matter as much as you think

from How To Find A Financial Advisor · host Sean Kernan

Sean talks about why you may or may not want to work with a Certified Financial Planner as your financial advisor. A CFP license holder might be the best advisor for you. But does it really make a difference?

What this episode covers

Sean talks about why you may or may not want to work with a Certified Financial Planner as your financial advisor. A CFP license holder might be the best advisor for you. But does it really make a difference?

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Why you would want a CFP financial advisor — and 3 reasons it may not matter as much as you think

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Frequently Asked Questions

How long is this episode of How To Find A Financial Advisor?

This episode is 8 minutes long.

When was this How To Find A Financial Advisor episode published?

This episode was published on June 17, 2024.

What is this episode about?

Sean talks about why you may or may not want to work with a Certified Financial Planner as your financial advisor. A CFP license holder might be the best advisor for you. But does it really make a difference?

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this How To Find A Financial Advisor episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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