Cfp
Does my broker at Edward Jones need to have a CFP designation? How important is that designation?
Thank you.
Terry Says
Brokers are typically NOT Certified Financial Planners, which means expertise in everything from taxes, to retiremetn withdrawals, to estate planning, and much more.
If you want a financial planner please use the Wealthramp search function, so you will be matched with someone who is not only a CFP, but also a fee-only FIDUCIARY. All of those elements are important. Click on the link to learn more.
