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When choosing a Financial Advisor there are many things to consider to make sure you are getting the right type of advice from a reliable and trustworthy source. To begin with, you will need to determine if the advisor is qualified to address your needs. Listed below are some of the best designations and links to websites where you can find information about the credentials and certifying organization.
CFA Chartered Financial Analyst
* Trained in investments and investing philosophy
CFP Certified Financial Planner
* Full service financial planning
Clu Chartered Life Underwriter
* Life insurance products and related financial issues
ChFC Chartered Financial Consultant
* Full service financial planning
CPA Certified Public Accountant
* Full service financial planning and tax planning
PFS Personal Financial Specialist
* Full service financial planning and tax planning
To research other designations not listed here, please click this link for further information provided by the Financial Industry Regulatory Authority (FINRA).
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