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Certified financial planners, financial recovery counselors, and certified coaches with financial backgrounds are all good options.
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Certified Financial Planners are also required to maintain their certifications by completing yearly continuing education programs.
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Depending on your resources, there are a variety of solutions, from non-profit credit counselors to Certified Financial Planners.
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Securities salespeople often work out of bank branches, but they are typically neither certified financial planners nor bankers.
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Certified financial planners and registered investment advisers, for example, are mostly fiduciaries.
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Unless they are fiduciary advisors like certified financial planners or registered investment advisers, they are selling a list of products that charge commissions.
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Additionally, she points to RIA accreditation and an extensive background check on the 50 certified financial planners who offer advice on everything from student loan debt to risk tolerance analysis and portfolio recommendations.
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Over at the Financial Finesse blog, Certified Financial Planners Nancy Anderson, Liz Davidson and Erik Carter contribute estate planning and other tips shaped by the questions they field daily from the ordinary folks who use their workplace financial advice service.
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Though the industry has been trying to clean up its own act of late as the opportunists have crowded in, financial planners, specifically, are not certified or registered with the SEC, nor is such a move planned.
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